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 | $48,070 | $90,503-46.9% | $78,689-38.9% | $273,961-82.5% |
| Participation rate | 95.7% | 76.5%+19.1pp | 73.6%+22.1pp | 83.0%+12.6pp |
| Annual return | 7.81% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,629 | $3,176+14.3% | $2,851+27.3% | $4,869-25.5% |
| Participant deferral / active EE | $5,734 | $3,901+47.0% | $3,517+63.1% | $5,287+8.5% |
| Admin fee / account holder | $4,715 | $5,263-10.4% | $4,510+4.5% | $10,132-53.5% |