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 | $54,243 | $65,365-17.0% | $92,893-41.6% | $72,985-25.7% |
| Participation rate | 87.2% | 68.3%+18.9pp | 76.0%+11.2pp | 69.5%+17.7pp |
| Annual return | 18.86% | 42.10%-23.2pp | 109.41%-90.6pp | 81.00%-62.1pp |
| Employer contribution / active EE | $4,036 | $2,594+55.6% | $3,653+10.5% | $2,440+65.4% |
| Participant deferral / active EE | $4,825 | $3,128+54.2% | $4,236+13.9% | $3,607+33.8% |
| Admin fee / account holder | $15,666 | $4,251+268.5% | $5,794+170.4% | $5,124+205.7% |