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 | $41,391 | $90,503-54.3% | $78,689-47.4% | $273,961-84.9% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 6.38% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,093 | $3,176-2.6% | $2,851+8.5% | $4,869-36.5% |
| Participant deferral / active EE | $4,991 | $3,901+27.9% | $3,517+41.9% | $5,287-5.6% |
| Admin fee / account holder | $5,005 | $5,263-4.9% | $4,510+11.0% | $10,132-50.6% |