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 | $66,782 | $135,952-50.9% | $123,892-46.1% | $273,961-75.6% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 8.97% | 56.63%-47.7pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,448 | $5,170-52.7% | $4,617-47.0% | $4,869-49.7% |
| Participant deferral / active EE | $5,816 | $6,343-8.3% | $5,984-2.8% | $5,287+10.0% |
| Admin fee / account holder | $341 | $9,817-96.5% | $8,357-95.9% | $10,132-96.6% |