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 | $82,718 | $77,634+6.5% | $156,549-47.2% | $62,891+31.5% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 10.66% | 50.32%-39.7pp | 32.23%-21.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,250 | $3,444-34.7% | $5,501-59.1% | $2,281-1.4% |
| Participant deferral / active EE | $4,103 | $3,045+34.7% | $4,871-15.8% | $3,203+28.1% |
| Admin fee / account holder | $2,042 | $5,561-63.3% | $13,027-84.3% | $4,296-52.5% |