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 | $18,446 | $90,503-79.6% | $78,689-76.6% | $273,961-93.3% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 6.41% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,944 | $3,176-38.8% | $2,851-31.8% | $4,869-60.1% |
| Participant deferral / active EE | $2,596 | $3,901-33.5% | $3,517-26.2% | $5,287-50.9% |
| Admin fee / account holder | $573 | $5,263-89.1% | $4,510-87.3% | $10,132-94.3% |