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 | $95,356 | $64,324+48.2% | $118,925-19.8% | $79,858+19.4% |
| Participation rate | 90.3% | 64.9%+25.5pp | 75.4%+14.9pp | 69.6%+20.7pp |
| Annual return | 13.88% | 86.45%-72.6pp | 35.88%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,481 | $1,836+35.1% | $3,263-24.0% | $2,471+0.4% |
| Participant deferral / active EE | $3,448 | $2,824+22.1% | $4,265-19.2% | $3,740-7.8% |
| Admin fee / account holder | $1,594 | $4,040-60.6% | $6,581-75.8% | $5,306-70.0% |