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 | $47,710 | $78,672-39.4% | $109,143-56.3% | $85,850-44.4% |
| Participation rate | 96.4% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.1pp |
| Annual return | 13.95% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,680 | $2,735+71.1% | $3,722+25.7% | $2,565+82.4% |
| Participant deferral / active EE | $6,370 | $3,467+83.7% | $4,653+36.9% | $3,952+61.2% |
| Admin fee / account holder | $691 | $5,469-87.4% | $6,752-89.8% | $6,260-89.0% |