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 | $52,492 | $109,881-52.2% | $150,045-65.0% | $84,808-38.1% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.1pp | 68.3%+4.9pp |
| Annual return | 15.43% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,514 | $3,561+54.8% | $4,693+17.5% | $2,631+109.6% |
| Participant deferral / active EE | $9,147 | $6,636+37.8% | $7,997+14.4% | $4,212+117.2% |
| Admin fee / account holder | $3,405 | $8,568-60.3% | $13,435-74.7% | $7,344-53.6% |