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 | $68,101 | $43,723+55.8% | $121,196-43.8% | $64,186+6.1% |
| Participation rate | 92.5% | 58.3%+34.1pp | 71.7%+20.7pp | 69.6%+22.9pp |
| Annual return | 11.90% | 68.91%-57.0pp | 16.93%-5.0pp | 7.63%+4.3pp |
| Employer contribution / active EE | $1,962 | $1,296+51.4% | $4,022-51.2% | $2,381-17.6% |
| Participant deferral / active EE | $4,953 | $2,280+117.3% | $3,344+48.1% | $3,470+42.8% |
| Admin fee / account holder | $4,901 | $3,501+40.0% | $5,019-2.4% | $4,888+0.3% |