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 | $70,562 | $124,281-43.2% | $109,143-35.3% | $167,490-57.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 12.31% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $9,496 | $4,207+125.7% | $3,722+155.1% | $4,837+96.3% |
| Participant deferral / active EE | $4,650 | $5,255-11.5% | $4,653-0.1% | $6,341-26.7% |
| Admin fee / account holder | $2,155 | $7,970-73.0% | $6,752-68.1% | $12,309-82.5% |