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 | $51,148 | $78,705-35.0% | $117,854-56.6% | $70,131-27.1% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 14.74% | 23.30%-8.6pp | 335.08%-320.3pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,110 | $2,223-50.1% | $3,786-70.7% | $2,342-52.6% |
| Participant deferral / active EE | $2,968 | $3,297-10.0% | $4,482-33.8% | $3,332-10.9% |
| Admin fee / account holder | $3,822 | $5,065-24.5% | $8,020-52.3% | $4,645-17.7% |