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 | $36,335 | $77,634-53.2% | $156,549-76.8% | $62,891-42.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.39% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,231 | $3,444+22.9% | $5,501-23.1% | $2,281+85.5% |
| Participant deferral / active EE | $2,467 | $3,045-19.0% | $4,871-49.4% | $3,203-23.0% |
| Admin fee / account holder | $632 | $5,561-88.6% | $13,027-95.1% | $4,296-85.3% |