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 | $41,265 | $115,770-64.4% | $101,248-59.2% | $158,922-74.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 7.51% | 56.14%-48.6pp | 46.47%-39.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $5,282 | $4,175+26.5% | $3,660+44.3% | $4,761+10.9% |
| Participant deferral / active EE | $4,268 | $4,957-13.9% | $4,370-2.3% | $5,982-28.6% |
| Admin fee / account holder | $9,514 | $7,245+31.3% | $5,945+60.0% | $11,246-15.4% |