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 | $49,125 | $77,634-36.7% | $156,549-68.6% | $62,891-21.9% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 8.19% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,941 | $3,444+14.4% | $5,501-28.4% | $2,281+72.8% |
| Participant deferral / active EE | $4,191 | $3,045+37.6% | $4,871-14.0% | $3,203+30.9% |
| Admin fee / account holder | $3,434 | $5,561-38.2% | $13,027-73.6% | $4,296-20.1% |