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 | $35,175 | $84,233-58.2% | $170,442-79.4% | $70,131-49.8% |
| Participation rate | 78.9% | 70.8%+8.0pp | 83.6%-4.7pp | 69.5%+9.3pp |
| Annual return | 18.83% | 23.06%-4.2pp | 205.93%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $4,620 | $3,387+36.4% | $5,433-15.0% | $2,342+97.2% |
| Participant deferral / active EE | $3,207 | $3,086+3.9% | $4,939-35.1% | $3,332-3.8% |
| Admin fee / account holder | $1,306 | $5,698-77.1% | $13,880-90.6% | $4,645-71.9% |