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 | $109,310 | $77,634+40.8% | $156,549-30.2% | $62,891+73.8% |
| Participation rate | 77.6% | 71.2%+6.4pp | 84.0%-6.4pp | 69.3%+8.3pp |
| Annual return | 8.47% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,025 | $3,444-70.2% | $5,501-81.4% | $2,281-55.1% |
| Participant deferral / active EE | $3,771 | $3,045+23.8% | $4,871-22.6% | $3,203+17.7% |
| Admin fee / account holder | $837 | $5,561-84.9% | $13,027-93.6% | $4,296-80.5% |