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 | $106,749-50.8% | $145,433-63.9% | $82,448-36.3% |
| Participation rate | 73.2% | 75.6%-2.4pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $5,514 | $3,444+60.1% | $4,554+21.1% | $2,551+116.1% |
| Participant deferral / active EE | $9,147 | $6,519+40.3% | $7,897+15.8% | $4,139+121.0% |
| Admin fee / account holder | $3,405 | $8,390-59.4% | $13,129-74.1% | $7,234-52.9% |