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 | $33,626 | $90,503-62.8% | $78,689-57.3% | $273,961-87.7% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 19.79% | 75.60%-55.8pp | 62.18%-42.4pp | 41.45%-21.7pp |
| Employer contribution / active EE | $3,108 | $3,176-2.1% | $2,851+9.0% | $4,869-36.2% |
| Participant deferral / active EE | $5,498 | $3,901+40.9% | $3,517+56.3% | $5,287+4.0% |
| Admin fee / account holder | $375 | $5,263-92.9% | $4,510-91.7% | $10,132-96.3% |