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 | $71,431 | $77,634-8.0% | $156,549-54.4% | $62,891+13.6% |
| Participation rate | 74.3% | 71.2%+3.1pp | 84.0%-9.7pp | 69.3%+5.0pp |
| Annual return | 5.60% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,749 | $3,444-49.2% | $5,501-68.2% | $2,281-23.3% |
| Participant deferral / active EE | $4,100 | $3,045+34.6% | $4,871-15.8% | $3,203+28.0% |
| Admin fee / account holder | $21,461 | $5,561+285.9% | $13,027+64.7% | $4,296+399.6% |