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 | $26,368 | $135,952-80.6% | $123,892-78.7% | $273,961-90.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 77.23% | 56.63%+20.6pp | 47.52%+29.7pp | 41.45%+35.8pp |
| Employer contribution / active EE | $4,602 | $5,170-11.0% | $4,617-0.3% | $4,869-5.5% |
| Participant deferral / active EE | $2,984 | $6,343-53.0% | $5,984-50.1% | $5,287-43.6% |
| Admin fee / account holder | $2,619 | $9,817-73.3% | $8,357-68.7% | $10,132-74.1% |