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 | $23,306 | $77,634-70.0% | $156,549-85.1% | $62,891-62.9% |
| Participation rate | 83.9% | 71.2%+12.7pp | 84.0%-0.1pp | 69.3%+14.6pp |
| Annual return | 6.38% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,671 | $3,444-22.4% | $5,501-51.5% | $2,281+17.1% |
| Participant deferral / active EE | $4,419 | $3,045+45.1% | $4,871-9.3% | $3,203+38.0% |
| Admin fee / account holder | $1,433 | $5,561-74.2% | $13,027-89.0% | $4,296-66.6% |