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 | $146,204 | $65,041+124.8% | $90,951+60.7% | $79,858+83.1% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 20.43% | 30.45%-10.0pp | 134.60%-114.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,646 | $1,247+32.0% | $2,122-22.4% | $2,471-33.4% |
| Participant deferral / active EE | $2,997 | $2,512+19.3% | $3,373-11.1% | $3,740-19.9% |
| Admin fee / account holder | $4,365 | $4,536-3.8% | $5,959-26.7% | $5,306-17.7% |