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 | $156,409 | $135,952+15.0% | $123,892+26.2% | $273,961-42.9% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 7.77% | 56.63%-48.9pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,587 | $5,170-30.6% | $4,617-22.3% | $4,869-26.3% |
| Participant deferral / active EE | $13,837 | $6,343+118.2% | $5,984+131.2% | $5,287+161.7% |
| Admin fee / account holder | $3,017 | $9,817-69.3% | $8,357-63.9% | $10,132-70.2% |