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 | $104,387 | $77,634+34.5% | $156,549-33.3% | $62,891+66.0% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 7.51% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,833 | $3,444-17.7% | $5,501-48.5% | $2,281+24.2% |
| Participant deferral / active EE | $4,832 | $3,045+58.7% | $4,871-0.8% | $3,203+50.9% |
| Admin fee / account holder | $17,547 | $5,561+215.5% | $13,027+34.7% | $4,296+308.5% |