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 | $70,884 | $135,952-47.9% | $123,892-42.8% | $273,961-74.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 11.99% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $3,214 | $5,170-37.8% | $4,617-30.4% | $4,869-34.0% |
| Participant deferral / active EE | $9,416 | $6,343+48.5% | $5,984+57.3% | $5,287+78.1% |
| Admin fee / account holder | $617 | $9,817-93.7% | $8,357-92.6% | $10,132-93.9% |