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 | $45,486 | $135,952-66.5% | $123,892-63.3% | $273,961-83.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 31.99% | 56.63%-24.6pp | 47.52%-15.5pp | 41.45%-9.5pp |
| Employer contribution / active EE | $1,041 | $5,170-79.9% | $4,617-77.4% | $4,869-78.6% |
| Participant deferral / active EE | $5,035 | $6,343-20.6% | $5,984-15.9% | $5,287-4.8% |
| Admin fee / account holder | $391 | $9,817-96.0% | $8,357-95.3% | $10,132-96.1% |