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 | $65,164 | $135,952-52.1% | $123,892-47.4% | $273,961-76.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.37% | 56.63%-48.3pp | 47.52%-39.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,485 | $5,170-32.6% | $4,617-24.5% | $4,869-28.4% |
| Participant deferral / active EE | $7,732 | $6,343+21.9% | $5,984+29.2% | $5,287+46.2% |
| Admin fee / account holder | $2,202 | $9,817-77.6% | $8,357-73.6% | $10,132-78.3% |