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 | $102,275 | $77,634+31.7% | $156,549-34.7% | $62,891+62.6% |
| Participation rate | 75.7% | 71.2%+4.5pp | 84.0%-8.3pp | 69.3%+6.4pp |
| Annual return | 6.46% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,579 | $3,444-54.2% | $5,501-71.3% | $2,281-30.8% |
| Participant deferral / active EE | $6,592 | $3,045+116.4% | $4,871+35.3% | $3,203+105.8% |
| Admin fee / account holder | $608 | $5,561-89.1% | $13,027-95.3% | $4,296-85.8% |