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 | $55,766 | $84,233-33.8% | $170,442-67.3% | $70,131-20.5% |
| Participation rate | 86.4% | 70.8%+15.6pp | 83.6%+2.8pp | 69.5%+16.9pp |
| Annual return | 15.35% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,970 | $3,387-12.3% | $5,433-45.3% | $2,342+26.8% |
| Participant deferral / active EE | $4,979 | $3,086+61.4% | $4,939+0.8% | $3,332+49.4% |
| Admin fee / account holder | $3,849 | $5,698-32.4% | $13,880-72.3% | $4,645-17.1% |