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 | $28,025 | $90,503-69.0% | $78,689-64.4% | $273,961-89.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 44.13% | 75.60%-31.5pp | 62.18%-18.0pp | 41.45%+2.7pp |
| Employer contribution / active EE | $4,789 | $3,176+50.8% | $2,851+68.0% | $4,869-1.6% |
| Participant deferral / active EE | $5,321 | $3,901+36.4% | $3,517+51.3% | $5,287+0.6% |
| Admin fee / account holder | $1,339 | $5,263-74.6% | $4,510-70.3% | $10,132-86.8% |