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 | $22,018 | $64,348-65.8% | $90,160-75.6% | $70,131-68.6% |
| Participation rate | 81.8% | 70.4%+11.4pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 30.64% | 28.13%+2.5pp | 34.88%-4.2pp | 73.14%-42.5pp |
| Employer contribution / active EE | $2,824 | $2,046+38.0% | $3,318-14.9% | $2,342+20.5% |
| Participant deferral / active EE | $5,034 | $4,389+14.7% | $5,288-4.8% | $3,332+51.1% |
| Admin fee / account holder | $415 | $3,944-89.5% | $5,943-93.0% | $4,645-91.1% |