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 | $60,594 | $135,952-55.4% | $123,892-51.1% | $273,961-77.9% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 11.64% | 56.63%-45.0pp | 47.52%-35.9pp | 41.45%-29.8pp |
| Employer contribution / active EE | $4,618 | $5,170-10.7% | $4,6170% | $4,869-5.2% |
| Participant deferral / active EE | $9,255 | $6,343+45.9% | $5,984+54.7% | $5,287+75.1% |
| Admin fee / account holder | $1,517 | $9,817-84.5% | $8,357-81.8% | $10,132-85.0% |