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 | $47,926 | $118,450-59.5% | $98,439-51.3% | $139,434-65.6% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 30.84% | 18.94%+11.9pp | 21.16%+9.7pp | 372.94%-342.1pp |
| Employer contribution / active EE | $3,516 | $3,609-2.6% | $3,048+15.4% | $4,751-26.0% |
| Participant deferral / active EE | $5,638 | $5,392+4.6% | $4,738+19.0% | $6,710-16.0% |
| Admin fee / account holder | $1,403 | $14,026-90.0% | $8,948-84.3% | $11,403-87.7% |