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 | $69,475 | $91,552-24.1% | $133,956-48.1% | $79,858-13.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 15.31% | 61.85%-46.5pp | 45.09%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,812 | $2,384+18.0% | $3,919-28.3% | $2,471+13.8% |
| Participant deferral / active EE | $7,836 | $3,733+109.9% | $5,048+55.2% | $3,740+109.5% |
| Admin fee / account holder | $10,424 | $6,321+64.9% | $8,927+16.8% | $5,306+96.4% |