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 | $27,634 | $90,503-69.5% | $78,689-64.9% | $273,961-89.9% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | 9.51% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,876 | $3,176-40.9% | $2,851-34.2% | $4,869-61.5% |
| Participant deferral / active EE | $3,551 | $3,901-9.0% | $3,517+1.0% | $5,287-32.8% |
| Admin fee / account holder | $947 | $5,263-82.0% | $4,510-79.0% | $10,132-90.6% |