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 | $68,802 | $109,881-37.4% | $150,045-54.1% | $84,808-18.9% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 78.19% | 28.25%+49.9pp | 62.55%+15.6pp | 40.90%+37.3pp |
| Employer contribution / active EE | $5,028 | $3,561+41.2% | $4,693+7.1% | $2,631+91.1% |
| Participant deferral / active EE | $10,951 | $6,636+65.0% | $7,997+36.9% | $4,212+160.0% |
| Admin fee / account holder | $3,486 | $8,568-59.3% | $13,435-74.0% | $7,344-52.5% |