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 | $38,603 | $135,952-71.6% | $123,892-68.8% | $273,961-85.9% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 17.32% | 56.63%-39.3pp | 47.52%-30.2pp | 41.45%-24.1pp |
| Employer contribution / active EE | $2,639 | $5,170-49.0% | $4,617-42.8% | $4,869-45.8% |
| Participant deferral / active EE | $7,668 | $6,343+20.9% | $5,984+28.1% | $5,287+45.0% |
| Admin fee / account holder | $5,010 | $9,817-49.0% | $8,357-40.1% | $10,132-50.6% |