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 | $65,969 | $89,355-26.2% | $141,162-53.3% | $72,985-9.6% |
| Participation rate | 72.2% | 75.1%-2.9pp | 82.5%-10.2pp | 69.5%+2.7pp |
| Annual return | 26.06% | 111.85%-85.8pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,531 | $3,114-50.9% | $4,735-67.7% | $2,440-37.3% |
| Participant deferral / active EE | $5,526 | $5,418+2.0% | $6,709-17.6% | $3,607+53.2% |
| Admin fee / account holder | $1,834 | $5,958-69.2% | $10,261-82.1% | $5,124-64.2% |