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 | $49,173 | $57,541-14.5% | $95,745-48.6% | $75,163-34.6% |
| Participation rate | 94.4% | 62.5%+31.9pp | 72.3%+22.2pp | 67.2%+27.3pp |
| Annual return | 22.57% | 34.93%-12.4pp | 28.35%-5.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $3,748 | $1,808+107.3% | $2,835+32.2% | $2,670+40.4% |
| Participant deferral / active EE | $7,726 | $3,074+151.3% | $4,245+82.0% | $4,125+87.3% |
| Admin fee / account holder | $1,970 | $4,099-51.9% | $5,678-65.3% | $5,651-65.1% |