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 | $47,392 | $177,572-73.3% | $154,803-69.4% | $142,382-66.7% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 15.64% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,490 | $4,810-27.5% | $4,305-18.9% | $4,299-18.8% |
| Participant deferral / active EE | $7,090 | $6,272+13.0% | $5,540+28.0% | $6,507+9.0% |
| Admin fee / account holder | $1,687 | $16,786-89.9% | $14,329-88.2% | $12,624-86.6% |