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 | $65,716 | $98,750-33.5% | $149,696-56.1% | $79,858-17.7% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 19.26% | 27.43%-8.2pp | 276.60%-257.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,691 | $3,216-16.3% | $4,644-42.0% | $2,471+8.9% |
| Participant deferral / active EE | $5,839 | $5,680+2.8% | $6,842-14.7% | $3,740+56.1% |
| Admin fee / account holder | $2,144 | $6,053-64.6% | $9,309-77.0% | $5,306-59.6% |