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 | $72,795 | $64,324+13.2% | $118,925-38.8% | $79,858-8.8% |
| Participation rate | 77.4% | 64.9%+12.6pp | 75.4%+2.0pp | 69.6%+7.8pp |
| Annual return | 21.90% | 86.45%-64.5pp | 35.88%-14.0pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,258 | $1,836-31.5% | $3,263-61.4% | $2,471-49.1% |
| Participant deferral / active EE | $7,369 | $2,824+161.0% | $4,265+72.8% | $3,740+97.0% |
| Admin fee / account holder | $4,763 | $4,040+17.9% | $6,581-27.6% | $5,306-10.2% |