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 | $63,503 | $85,766-26.0% | $136,294-53.4% | $70,131-9.5% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 16.50% | 31.45%-15.0pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,078 | $2,966+3.8% | $4,695-34.4% | $2,342+31.4% |
| Participant deferral / active EE | $7,325 | $5,051+45.0% | $6,247+17.3% | $3,332+119.9% |
| Admin fee / account holder | $1,695 | $5,420-68.7% | $9,243-81.7% | $4,645-63.5% |