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 | $51,565 | $77,634-33.6% | $156,549-67.1% | $62,891-18.0% |
| Participation rate | 89.8% | 71.2%+18.6pp | 84.0%+5.8pp | 69.3%+20.5pp |
| Annual return | 7.51% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,821 | $3,444-47.1% | $5,501-66.9% | $2,281-20.2% |
| Participant deferral / active EE | $4,137 | $3,045+35.8% | $4,871-15.1% | $3,203+29.1% |
| Admin fee / account holder | $2,953 | $5,561-46.9% | $13,027-77.3% | $4,296-31.3% |