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 | $33,339 | $135,952-75.5% | $123,892-73.1% | $273,961-87.8% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 10.99% | 56.63%-45.6pp | 47.52%-36.5pp | 41.45%-30.5pp |
| Employer contribution / active EE | $4,263 | $5,170-17.5% | $4,617-7.7% | $4,869-12.4% |
| Participant deferral / active EE | $7,826 | $6,343+23.4% | $5,984+30.8% | $5,287+48.0% |
| Admin fee / account holder | $387 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |