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 | $63,379 | $86,286-26.5% | $111,297-43.1% | $85,850-26.2% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 19.18% | 19.99%-0.8pp | 54.65%-35.5pp | 318.53%-299.4pp |
| Employer contribution / active EE | $3,946 | $2,043+93.1% | $2,731+44.5% | $2,565+53.8% |
| Participant deferral / active EE | $6,848 | $3,641+88.1% | $4,487+52.6% | $3,952+73.3% |
| Admin fee / account holder | $2,666 | $8,188-67.4% | $7,964-66.5% | $6,260-57.4% |