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 | $56,758 | $78,422-27.6% | $95,952-40.8% | $79,858-28.9% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.0pp |
| Annual return | 14.39% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,021 | $1,945+55.3% | $2,541+18.9% | $2,471+22.3% |
| Participant deferral / active EE | $5,303 | $3,440+54.2% | $4,167+27.3% | $3,740+41.8% |
| Admin fee / account holder | $1,763 | $5,622-68.6% | $6,795-74.1% | $5,306-66.8% |