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 | $61,743 | $112,096-44.9% | $95,952-35.7% | $158,922-61.1% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 13.97% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,044 | $3,198-4.8% | $2,541+19.8% | $4,761-36.1% |
| Participant deferral / active EE | $6,221 | $4,784+30.0% | $4,167+49.3% | $5,982+4.0% |
| Admin fee / account holder | $13,624 | $10,130+34.5% | $6,795+100.5% | $11,246+21.1% |