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 | $40,320 | $154,228-73.9% | $145,433-72.3% | $137,256-70.6% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 44.62% | 74.59%-30.0pp | 66.58%-22.0pp | 220.34%-175.7pp |
| Employer contribution / active EE | $5,023 | $4,804+4.6% | $4,554+10.3% | $4,156+20.9% |
| Participant deferral / active EE | $6,867 | $8,216-16.4% | $7,897-13.1% | $6,407+7.2% |
| Admin fee / account holder | $2,605 | $14,344-81.8% | $13,129-80.2% | $12,270-78.8% |