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 5-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 | $41,329 | $60,022-31.1% | $88,946-53.5% | $84,808-51.3% |
| Participation rate | 70.0% | 57.8%+12.2pp | 68.8%+1.2pp | 68.3%+1.7pp |
| Annual return | 67.76% | 22.43%+45.3pp | 57.82%+9.9pp | 40.90%+26.9pp |
| Employer contribution / active EE | $1,825 | $1,703+7.2% | $2,555-28.6% | $2,631-30.7% |
| Participant deferral / active EE | $1,898 | $3,114-39.1% | $4,581-58.6% | $4,212-54.9% |
| Admin fee / account holder | $854 | $4,811-82.3% | $8,261-89.7% | $7,344-88.4% |