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 | $49,040 | $54,705-10.4% | $71,209-31.1% | $84,808-42.2% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.8%+15.5pp | 68.3%+21.0pp |
| Annual return | 14.00% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,636 | $2,158+68.5% | $2,721+33.6% | $2,631+38.2% |
| Participant deferral / active EE | $5,108 | $3,030+68.5% | $4,175+22.3% | $4,212+21.3% |
| Admin fee / account holder | $15,154 | $4,863+211.6% | $5,349+183.3% | $7,344+106.4% |