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 | $64,911 | $91,190-28.8% | $178,490-63.6% | $79,858-18.7% |
| Participation rate | 73.7% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.1pp |
| Annual return | 15.50% | 24.19%-8.7pp | 151.07%-135.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,708 | $3,256-47.6% | $5,011-65.9% | $2,471-30.9% |
| Participant deferral / active EE | $4,019 | $3,236+24.2% | $5,202-22.7% | $3,740+7.5% |
| Admin fee / account holder | $5,278 | $6,751-21.8% | $13,984-62.3% | $5,306-0.5% |