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 | $95,313 | $77,634+22.8% | $156,549-39.1% | $62,891+51.6% |
| Participation rate | 94.8% | 71.2%+23.6pp | 84.0%+10.8pp | 69.3%+25.5pp |
| Annual return | 7.61% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,821 | $3,444+40.0% | $5,501-12.4% | $2,281+111.4% |
| Participant deferral / active EE | $3,724 | $3,045+22.3% | $4,871-23.5% | $3,203+16.3% |
| Admin fee / account holder | $1,036 | $5,561-81.4% | $13,027-92.0% | $4,296-75.9% |