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 | $46,906 | $77,634-39.6% | $156,549-70.0% | $62,891-25.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.97% | 50.32%-44.3pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,817 | $3,444+39.9% | $5,501-12.4% | $2,281+111.2% |
| Participant deferral / active EE | $5,127 | $3,045+68.4% | $4,871+5.3% | $3,203+60.1% |
| Admin fee / account holder | $1,265 | $5,561-77.2% | $13,027-90.3% | $4,296-70.5% |