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 | $55,411 | $84,556-34.5% | $116,228-52.3% | $74,304-25.4% |
| Participation rate | 86.9% | 66.0%+20.9pp | 74.6%+12.4pp | 60.3%+26.6pp |
| Annual return | 18.72% | 18.35%+0.4pp | 90.06%-71.3pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,804 | $2,168-16.8% | $2,994-39.8% | $2,241-19.5% |
| Participant deferral / active EE | $3,998 | $3,814+4.8% | $4,953-19.3% | $3,767+6.1% |
| Admin fee / account holder | $10,178 | $3,792+168.4% | $11,989-15.1% | $2,969+242.8% |