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 | $54,282 | $65,409-17.0% | $98,442-44.9% | $85,850-36.8% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 18.15% | 21.76%-3.6pp | 1492.73%-1474.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,379 | $2,168+9.8% | $2,960-19.6% | $2,565-7.3% |
| Participant deferral / active EE | $5,492 | $3,166+73.5% | $4,276+28.4% | $3,952+39.0% |
| Admin fee / account holder | $10,127 | $4,593+120.5% | $5,949+70.2% | $6,260+61.8% |