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 | $15,747 | $90,503-82.6% | $78,689-80.0% | $273,961-94.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 18.59% | 75.60%-57.0pp | 62.18%-43.6pp | 41.45%-22.9pp |
| Employer contribution / active EE | $2,350 | $3,176-26.0% | $2,851-17.5% | $4,869-51.7% |
| Participant deferral / active EE | $4,130 | $3,901+5.9% | $3,517+17.4% | $5,287-21.9% |
| Admin fee / account holder | $2,866 | $5,263-45.5% | $4,510-36.5% | $10,132-71.7% |