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 | $50,054 | $72,277-30.7% | $101,248-50.6% | $79,858-37.3% |
| Participation rate | 94.9% | 68.5%+26.4pp | 75.8%+19.1pp | 69.6%+25.2pp |
| Annual return | 16.04% | 22.30%-6.3pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $7,237 | $2,692+168.9% | $3,660+97.8% | $2,471+192.9% |
| Participant deferral / active EE | $3,050 | $3,282-7.1% | $4,370-30.2% | $3,740-18.4% |
| Admin fee / account holder | $5,109 | $4,400+16.1% | $5,945-14.1% | $5,306-3.7% |