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 | $58,578 | $135,952-56.9% | $123,892-52.7% | $273,961-78.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.88% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,607 | $5,170-68.9% | $4,617-65.2% | $4,869-67.0% |
| Participant deferral / active EE | $3,786 | $6,343-40.3% | $5,984-36.7% | $5,287-28.4% |
| Admin fee / account holder | $515 | $9,817-94.7% | $8,357-93.8% | $10,132-94.9% |