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 | $54,268 | $98,750-45.0% | $149,696-63.7% | $79,858-32.0% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 26.04% | 27.43%-1.4pp | 276.60%-250.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $3,313 | $3,216+3.0% | $4,644-28.7% | $2,471+34.1% |
| Participant deferral / active EE | $5,912 | $5,680+4.1% | $6,842-13.6% | $3,740+58.1% |
| Admin fee / account holder | $571 | $6,053-90.6% | $9,309-93.9% | $5,306-89.2% |