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 | $57,071 | $77,634-26.5% | $156,549-63.5% | $62,891-9.3% |
| Participation rate | 86.7% | 71.2%+15.5pp | 84.0%+2.7pp | 69.3%+17.4pp |
| Annual return | 6.89% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,003 | $3,444+74.3% | $5,501+9.1% | $2,281+163.2% |
| Participant deferral / active EE | $3,601 | $3,045+18.2% | $4,871-26.1% | $3,203+12.4% |
| Admin fee / account holder | $1,200 | $5,561-78.4% | $13,027-90.8% | $4,296-72.1% |