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 | $60,368 | $100,041-39.7% | $149,718-59.7% | $70,131-13.9% |
| Participation rate | 80.9% | 83.6%-2.7pp | 87.1%-6.2pp | 69.5%+11.3pp |
| Annual return | 18.12% | 27.43%-9.3pp | 1501.63%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,206 | $3,662-39.7% | $5,445-59.5% | $2,342-5.8% |
| Participant deferral / active EE | $5,009 | $4,983+0.5% | $6,569-23.8% | $3,332+50.3% |
| Admin fee / account holder | $7,739 | $8,286-6.6% | $11,283-31.4% | $4,645+66.6% |