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 | $115,679 | $81,208+42.4% | $98,907+17.0% | $79,858+44.9% |
| Participation rate | 70.0% | 72.5%-2.5pp | 76.0%-6.0pp | 69.6%+0.4pp |
| Annual return | 16.57% | 60.99%-44.4pp | 196.43%-179.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,501 | $1,960-23.4% | $2,689-44.2% | $2,471-39.3% |
| Participant deferral / active EE | $2,874 | $3,265-12.0% | $4,244-32.3% | $3,740-23.2% |
| Admin fee / account holder | $2,096 | $6,013-65.1% | $6,642-68.4% | $5,306-60.5% |