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 | $94,083 | $77,634+21.2% | $156,549-39.9% | $62,891+49.6% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 5.09% | 50.32%-45.2pp | 32.23%-27.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,606 | $3,444-53.4% | $5,501-70.8% | $2,281-29.6% |
| Participant deferral / active EE | $4,584 | $3,045+50.5% | $4,871-5.9% | $3,203+43.1% |
| Admin fee / account holder | $1,808 | $5,561-67.5% | $13,027-86.1% | $4,296-57.9% |