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 | $52,112 | $45,035+15.7% | $62,995-17.3% | $70,131-25.7% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 21.18% | 18.76%+2.4pp | 87.57%-66.4pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,711 | $2,051+80.9% | $2,759+34.5% | $2,342+58.4% |
| Participant deferral / active EE | $5,859 | $2,465+137.7% | $3,329+76.0% | $3,332+75.9% |
| Admin fee / account holder | $2,446 | $2,834-13.7% | $3,600-32.1% | $4,645-47.3% |