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 | $63,171 | $77,634-18.6% | $156,549-59.6% | $62,891+0.4% |
| Participation rate | 86.8% | 71.2%+15.6pp | 84.0%+2.8pp | 69.3%+17.5pp |
| Annual return | 8.33% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,862 | $3,444-45.9% | $5,501-66.1% | $2,281-18.4% |
| Participant deferral / active EE | $3,342 | $3,045+9.7% | $4,871-31.4% | $3,203+4.3% |
| Admin fee / account holder | $4,042 | $5,561-27.3% | $13,027-69.0% | $4,296-5.9% |