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 | $22,824 | $135,952-83.2% | $123,892-81.6% | $273,961-91.7% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 41.77% | 56.63%-14.9pp | 47.52%-5.7pp | 41.45%+0.3pp |
| Employer contribution / active EE | $5,759 | $5,170+11.4% | $4,617+24.7% | $4,869+18.3% |
| Participant deferral / active EE | $17,827 | $6,343+181.1% | $5,984+197.9% | $5,287+237.2% |
| Admin fee / account holder | $695 | $9,817-92.9% | $8,357-91.7% | $10,132-93.1% |