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 | $54,547 | $90,503-39.7% | $78,689-30.7% | $273,961-80.1% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 4.58% | 75.60%-71.0pp | 62.18%-57.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,571 | $3,176+12.5% | $2,851+25.3% | $4,869-26.6% |
| Participant deferral / active EE | $1,318 | $3,901-66.2% | $3,517-62.5% | $5,287-75.1% |
| Admin fee / account holder | $1,468 | $5,263-72.1% | $4,510-67.5% | $10,132-85.5% |