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 | $91,747 | $64,324+42.6% | $118,925-22.9% | $79,858+14.9% |
| Participation rate | 85.7% | 64.9%+20.9pp | 75.4%+10.3pp | 69.6%+16.1pp |
| Annual return | 14.18% | 86.45%-72.3pp | 35.88%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,523 | $1,836-17.1% | $3,263-53.3% | $2,471-38.4% |
| Participant deferral / active EE | $3,622 | $2,824+28.3% | $4,265-15.1% | $3,740-3.2% |
| Admin fee / account holder | $1,095 | $4,040-72.9% | $6,581-83.4% | $5,306-79.4% |