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 | $55,882 | $98,750-43.4% | $149,696-62.7% | $79,858-30.0% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 19.32% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,586 | $3,216+42.6% | $4,644-1.3% | $2,471+85.6% |
| Participant deferral / active EE | $5,150 | $5,680-9.3% | $6,842-24.7% | $3,740+37.7% |
| Admin fee / account holder | $8,613 | $6,053+42.3% | $9,309-7.5% | $5,306+62.3% |