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 | $117,038 | $91,190+28.3% | $178,490-34.4% | $79,858+46.6% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.7pp | 69.6%+19.0pp |
| Annual return | 13.90% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,014 | $3,256-38.1% | $5,011-59.8% | $2,471-18.5% |
| Participant deferral / active EE | $4,853 | $3,236+50.0% | $5,202-6.7% | $3,740+29.7% |
| Admin fee / account holder | $2,368 | $6,751-64.9% | $13,984-83.1% | $5,306-55.4% |