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 | $69,216 | $85,766-19.3% | $136,294-49.2% | $70,131-1.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 18.19% | 31.45%-13.3pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,365 | $2,966-20.3% | $4,695-49.6% | $2,342+1.0% |
| Participant deferral / active EE | $5,146 | $5,051+1.9% | $6,247-17.6% | $3,332+54.5% |
| Admin fee / account holder | $1,093 | $5,420-79.8% | $9,243-88.2% | $4,645-76.5% |