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 | $65,374 | $91,190-28.3% | $178,490-63.4% | $79,858-18.1% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 19.09% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $5,346 | $3,256+64.2% | $5,011+6.7% | $2,471+116.4% |
| Participant deferral / active EE | $4,207 | $3,236+30.0% | $5,202-19.1% | $3,740+12.5% |
| Admin fee / account holder | $1,483 | $6,751-78.0% | $13,984-89.4% | $5,306-72.0% |