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 | $51,437 | $91,190-43.6% | $178,490-71.2% | $79,858-35.6% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 25.35% | 24.19%+1.2pp | 151.07%-125.7pp | 31.71%-6.4pp |
| Employer contribution / active EE | $4,567 | $3,256+40.3% | $5,011-8.9% | $2,471+84.8% |
| Participant deferral / active EE | $4,040 | $3,236+24.8% | $5,202-22.3% | $3,740+8.0% |
| Admin fee / account holder | $476 | $6,751-92.9% | $13,984-96.6% | $5,306-91.0% |