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 | $44,967 | $90,503-50.3% | $78,689-42.9% | $273,961-83.6% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 5.96% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,267 | $3,176-60.1% | $2,851-55.6% | $4,869-74.0% |
| Participant deferral / active EE | $3,324 | $3,901-14.8% | $3,517-5.5% | $5,287-37.1% |
| Admin fee / account holder | $1,058 | $5,263-79.9% | $4,510-76.5% | $10,132-89.6% |