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 | $70,297 | $135,952-48.3% | $123,892-43.3% | $273,961-74.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.19% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,072 | $5,170-40.6% | $4,617-33.5% | $4,869-36.9% |
| Participant deferral / active EE | $5,901 | $6,343-7.0% | $5,984-1.4% | $5,287+11.6% |
| Admin fee / account holder | $891 | $9,817-90.9% | $8,357-89.3% | $10,132-91.2% |