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 | $54,820 | $80,717-32.1% | $154,803-64.6% | $84,808-35.4% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 14.05% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,606 | $2,761-5.6% | $4,305-39.5% | $2,631-1.0% |
| Participant deferral / active EE | $7,419 | $3,303+124.6% | $5,540+33.9% | $4,212+76.2% |
| Admin fee / account holder | $2,523 | $6,746-62.6% | $14,329-82.4% | $7,344-65.6% |