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 | $56,405 | $77,634-27.3% | $156,549-64.0% | $62,891-10.3% |
| Participation rate | 91.3% | 71.2%+20.1pp | 84.0%+7.3pp | 69.3%+22.0pp |
| Annual return | 7.03% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,317 | $3,444-32.7% | $5,501-57.9% | $2,281+1.6% |
| Participant deferral / active EE | $2,783 | $3,045-8.6% | $4,871-42.9% | $3,203-13.1% |
| Admin fee / account holder | $2,997 | $5,561-46.1% | $13,027-77.0% | $4,296-30.2% |