See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,851 | $135,952-77.3% | $123,892-75.1% | $273,961-88.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.39% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,625 | $5,170-68.6% | $4,617-64.8% | $4,869-66.6% |
| Participant deferral / active EE | $4,648 | $6,343-26.7% | $5,984-22.3% | $5,287-12.1% |
| Admin fee / account holder | $1,834 | $9,817-81.3% | $8,357-78.1% | $10,132-81.9% |