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 | $53,084 | $91,552-42.0% | $133,956-60.4% | $79,858-33.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.72% | 61.85%-46.1pp | 45.09%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,458 | $2,384+3.1% | $3,919-37.3% | $2,471-0.5% |
| Participant deferral / active EE | $1,912 | $3,733-48.8% | $5,048-62.1% | $3,740-48.9% |
| Admin fee / account holder | $7,915 | $6,321+25.2% | $8,927-11.3% | $5,306+49.2% |