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 | $113,825 | $56,053+103.1% | $75,972+49.8% | $80,856+40.8% |
| Participation rate | 71.0% | 62.0%+8.9pp | 69.1%+1.9pp | 67.6%+3.3pp |
| Annual return | 15.19% | 20.53%-5.3pp | 359.55%-344.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,736 | $1,874-7.4% | $2,685-35.3% | $2,755-37.0% |
| Participant deferral / active EE | $3,521 | $3,052+15.4% | $4,255-17.3% | $4,296-18.0% |
| Admin fee / account holder | $2,260 | $5,234-56.8% | $6,467-65.1% | $6,918-67.3% |