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 | $125,129 | $58,208+115.0% | $81,812+52.9% | $80,856+54.8% |
| Participation rate | 77.8% | 63.4%+14.4pp | 72.3%+5.4pp | 67.6%+10.1pp |
| Annual return | 13.02% | 41.66%-28.6pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,631 | $2,340-30.3% | $2,912-44.0% | $2,755-40.8% |
| Participant deferral / active EE | $6,543 | $3,281+99.4% | $4,319+51.5% | $4,296+52.3% |
| Admin fee / account holder | $22,331 | $4,981+348.3% | $7,386+202.3% | $6,918+222.8% |