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 | $88,531 | $65,561+35.0% | $86,188+2.7% | $75,163+17.8% |
| Participation rate | 76.5% | 60.5%+16.0pp | 69.0%+7.5pp | 67.2%+9.3pp |
| Annual return | 18.25% | 46.05%-27.8pp | 1168.45%-1150.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,023 | $1,553-34.1% | $2,380-57.0% | $2,670-61.7% |
| Participant deferral / active EE | $3,552 | $3,024+17.5% | $3,985-10.9% | $4,125-13.9% |
| Admin fee / account holder | $9,042 | $5,474+65.2% | $6,852+32.0% | $5,651+60.0% |