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 | $32,160 | $77,634-58.6% | $156,549-79.5% | $62,891-48.9% |
| Participation rate | 81.0% | 71.2%+9.8pp | 84.0%-3.1pp | 69.3%+11.6pp |
| Annual return | 8.91% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,661 | $3,444-51.8% | $5,501-69.8% | $2,281-27.2% |
| Participant deferral / active EE | $2,670 | $3,045-12.3% | $4,871-45.2% | $3,203-16.6% |
| Admin fee / account holder | $435 | $5,561-92.2% | $13,027-96.7% | $4,296-89.9% |