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 | $51,854 | $70,475-26.4% | $100,516-48.4% | $79,858-35.1% |
| Participation rate | 88.5% | 73.7%+14.8pp | 79.4%+9.1pp | 69.6%+18.8pp |
| Annual return | 17.05% | 21.90%-4.8pp | 30.89%-13.8pp | 31.71%-14.7pp |
| Employer contribution / active EE | $4,997 | $2,165+130.8% | $3,418+46.2% | $2,471+102.2% |
| Participant deferral / active EE | $10,332 | $5,181+99.4% | $6,270+64.8% | $3,740+176.3% |
| Admin fee / account holder | $3,409 | $4,478-23.9% | $8,081-57.8% | $5,306-35.8% |