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 | $74,762 | $94,625-21.0% | $116,228-35.7% | $84,808-11.8% |
| Participation rate | 88.9% | 70.4%+18.4pp | 74.6%+14.3pp | 68.3%+20.6pp |
| Annual return | 12.77% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,367 | $2,347-41.8% | $2,994-54.4% | $2,631-48.1% |
| Participant deferral / active EE | $5,629 | $3,972+41.7% | $4,953+13.6% | $4,212+33.6% |
| Admin fee / account holder | $5,647 | $10,091-44.0% | $11,989-52.9% | $7,344-23.1% |