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 | $68,419 | $52,519+30.3% | $155,790-56.1% | $59,632+14.7% |
| Participation rate | 97.4% | 61.7%+35.7pp | 76.1%+21.3pp | 68.7%+28.7pp |
| Annual return | 2.75% | 53.51%-50.8pp | 71.54%-68.8pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $4,327 | $1,589+172.3% | $3,836+12.8% | $2,203+96.4% |
| Participant deferral / active EE | $10,165 | $3,084+229.6% | $4,797+111.9% | $3,192+218.5% |
| Admin fee / account holder | $6,268 | $3,540+77.1% | $7,478-16.2% | $4,297+45.9% |