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 | $96,357 | $61,605+56.4% | $112,229-14.1% | $75,163+28.2% |
| Participation rate | 78.8% | 61.7%+17.1pp | 72.4%+6.4pp | 67.2%+11.6pp |
| Annual return | 44.90% | 28.47%+16.4pp | 30.20%+14.7pp | 160.62%-115.7pp |
| Employer contribution / active EE | $1,872 | $2,015-7.1% | $3,430-45.4% | $2,670-29.9% |
| Participant deferral / active EE | $4,121 | $3,108+32.6% | $4,798-14.1% | $4,125-0.1% |
| Admin fee / account holder | $29,560 | $4,862+508.0% | $7,748+281.5% | $5,651+423.1% |