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 | $56,892 | $109,881-48.2% | $150,045-62.1% | $84,808-32.9% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 20.91% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $5,377 | $3,561+51.0% | $4,693+14.6% | $2,631+104.4% |
| Participant deferral / active EE | $9,172 | $6,636+38.2% | $7,997+14.7% | $4,212+117.8% |
| Admin fee / account holder | $2,673 | $8,568-68.8% | $13,435-80.1% | $7,344-63.6% |