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 | $31,933 | $93,170-65.7% | $100,534-68.2% | $84,808-62.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 15.61% | 47.13%-31.5pp | 32.66%-17.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,456 | $3,985-63.5% | $4,346-66.5% | $2,631-44.7% |
| Participant deferral / active EE | $3,103 | $5,699-45.5% | $6,144-49.5% | $4,212-26.3% |
| Admin fee / account holder | $1,489 | $7,382-79.8% | $7,654-80.5% | $7,344-79.7% |