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 | $56,824 | $76,000-25.2% | $154,107-63.1% | $64,186-11.5% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | 15.24% | 30.32%-15.1pp | 735.12%-719.9pp | 7.63%+7.6pp |
| Employer contribution / active EE | $5,033 | $3,351+50.2% | $5,298-5.0% | $2,381+111.4% |
| Participant deferral / active EE | $3,570 | $3,175+12.4% | $5,081-29.7% | $3,470+2.9% |
| Admin fee / account holder | $673 | $5,596-88.0% | $13,411-95.0% | $4,888-86.2% |