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 | $139,603 | $65,041+114.6% | $90,951+53.5% | $79,858+74.8% |
| Participation rate | 73.7% | 61.6%+12.1pp | 69.0%+4.7pp | 69.6%+4.1pp |
| Annual return | 11.94% | 30.45%-18.5pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,212 | $1,247-2.8% | $2,122-42.9% | $2,471-50.9% |
| Participant deferral / active EE | $2,694 | $2,512+7.2% | $3,373-20.1% | $3,740-28.0% |
| Admin fee / account holder | $10,584 | $4,536+133.3% | $5,959+77.6% | $5,306+99.5% |