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 | $53,166 | $43,723+21.6% | $121,196-56.1% | $64,186-17.2% |
| Participation rate | 83.0% | 58.3%+24.7pp | 71.7%+11.2pp | 69.6%+13.4pp |
| Annual return | 8.30% | 68.91%-60.6pp | 16.93%-8.6pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,341 | $1,296+3.5% | $4,022-66.7% | $2,381-43.7% |
| Participant deferral / active EE | $1,594 | $2,280-30.1% | $3,344-52.3% | $3,470-54.0% |
| Admin fee / account holder | $629 | $3,501-82.0% | $5,019-87.5% | $4,888-87.1% |