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 | $31,012 | $135,952-77.2% | $123,892-75.0% | $273,961-88.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 26.73% | 56.63%-29.9pp | 47.52%-20.8pp | 41.45%-14.7pp |
| Employer contribution / active EE | $1,694 | $5,170-67.2% | $4,617-63.3% | $4,869-65.2% |
| Participant deferral / active EE | $6,536 | $6,343+3.1% | $5,984+9.2% | $5,287+23.6% |
| Admin fee / account holder | $362 | $9,817-96.3% | $8,357-95.7% | $10,132-96.4% |