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 | $61,530 | $47,848+28.6% | $81,478-24.5% | $70,131-12.3% |
| Participation rate | 84.0% | 58.3%+25.7pp | 68.0%+16.0pp | 69.5%+14.5pp |
| Annual return | 64.27% | 27.25%+37.0pp | 38.78%+25.5pp | 73.14%-8.9pp |
| Employer contribution / active EE | $1,785 | $1,527+16.9% | $2,568-30.5% | $2,342-23.8% |
| Participant deferral / active EE | $3,106 | $2,453+26.6% | $3,537-12.2% | $3,332-6.8% |
| Admin fee / account holder | $326 | $3,145-89.6% | $4,561-92.8% | $4,645-93.0% |