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 | $52,655 | $93,571-43.7% | $135,903-61.3% | $75,163-29.9% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 25.75% | 30.90%-5.1pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $5,087 | $3,537+43.8% | $4,856+4.7% | $2,670+90.5% |
| Participant deferral / active EE | $8,700 | $6,404+35.8% | $7,758+12.1% | $4,125+110.9% |
| Admin fee / account holder | $1,260 | $6,975-81.9% | $10,762-88.3% | $5,651-77.7% |