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 | $54,546 | $78,672-30.7% | $109,143-50.0% | $85,850-36.5% |
| Participation rate | 90.6% | 68.3%+22.4pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | 13.97% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,612 | $2,735-4.5% | $3,722-29.8% | $2,565+1.8% |
| Participant deferral / active EE | $8,970 | $3,467+158.7% | $4,653+92.8% | $3,952+127.0% |
| Admin fee / account holder | $4,618 | $5,469-15.6% | $6,752-31.6% | $6,260-26.2% |