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 | $49,094 | $71,057-30.9% | $93,654-47.6% | $80,874-39.3% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 27.65% | 11.26%+16.4pp | 133.34%-105.7pp | 35.62%-8.0pp |
| Employer contribution / active EE | $2,089 | $1,564+33.6% | $2,421-13.7% | $2,756-24.2% |
| Participant deferral / active EE | $4,987 | $4,034+23.6% | $4,413+13.0% | $4,297+16.1% |
| Admin fee / account holder | $16,364 | $6,944+135.7% | $8,282+97.6% | $6,935+136.0% |