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 | $42,356 | $91,552-53.7% | $133,956-68.4% | $79,858-47.0% |
| Participation rate | 93.2% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 13.75% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,426 | $2,384+127.6% | $3,919+38.5% | $2,471+119.6% |
| Participant deferral / active EE | $3,348 | $3,733-10.3% | $5,048-33.7% | $3,740-10.5% |
| Admin fee / account holder | $1,785 | $6,321-71.8% | $8,927-80.0% | $5,306-66.4% |