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 | $52,555 | $78,672-33.2% | $109,143-51.8% | $85,850-38.8% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 15.52% | 25.09%-9.6pp | 25.75%-10.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,198 | $2,735+90.1% | $3,722+39.7% | $2,565+102.6% |
| Participant deferral / active EE | $2,935 | $3,467-15.4% | $4,653-36.9% | $3,952-25.7% |
| Admin fee / account holder | $2,813 | $5,469-48.6% | $6,752-58.3% | $6,260-55.1% |