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 | $85,467 | $71,192+20.1% | $117,854-27.5% | $62,292+37.2% |
| Participation rate | 72.1% | 74.2%-2.1pp | 79.7%-7.5pp | 69.5%+2.6pp |
| Annual return | 15.78% | 18.66%-2.9pp | 335.08%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,247 | $1,934+16.2% | $3,786-40.7% | $2,042+10.0% |
| Participant deferral / active EE | $5,332 | $3,189+67.2% | $4,482+19.0% | $3,169+68.3% |
| Admin fee / account holder | $4,355 | $587+641.6% | $8,020-45.7% | $479+808.5% |