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 | $23,982 | $135,952-82.4% | $123,892-80.6% | $273,961-91.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 107.81% | 56.63%+51.2pp | 47.52%+60.3pp | 41.45%+66.4pp |
| Employer contribution / active EE | $4,658 | $5,170-9.9% | $4,617+0.9% | $4,869-4.3% |
| Participant deferral / active EE | $10,505 | $6,343+65.6% | $5,984+75.5% | $5,287+98.7% |
| Admin fee / account holder | $2,057 | $9,817-79.0% | $8,357-75.4% | $10,132-79.7% |