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 | $25,187 | $105,859-76.2% | $90,160-72.1% | $147,584-82.9% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 19.88% | 37.63%-17.7pp | 34.88%-15.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $4,388 | $4,126+6.3% | $3,318+32.2% | $4,876-10.0% |
| Participant deferral / active EE | $7,164 | $5,733+25.0% | $5,288+35.5% | $5,439+31.7% |
| Admin fee / account holder | $6,125 | $8,046-23.9% | $5,943+3.1% | $10,885-43.7% |