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 | $50,755 | $227,553-77.7% | $189,557-73.2% | $167,490-69.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 9.23% | 78.40%-69.2pp | 64.17%-54.9pp | 478.56%-469.3pp |
| Employer contribution / active EE | $6,701 | $5,316+26.0% | $4,412+51.9% | $4,837+38.5% |
| Participant deferral / active EE | $3,792 | $7,002-45.8% | $6,174-38.6% | $6,341-40.2% |
| Admin fee / account holder | $6,918 | $11,878-41.8% | $9,807-29.5% | $12,309-43.8% |