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 | $113,427 | $53,822+110.7% | $75,696+49.8% | $85,850+32.1% |
| Participation rate | 97.0% | 69.1%+27.9pp | 74.8%+22.1pp | 69.3%+27.7pp |
| Annual return | 17.60% | 24.54%-6.9pp | 104.53%-86.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $4,515 | $2,017+123.9% | $2,743+64.6% | $2,565+76.0% |
| Participant deferral / active EE | $2,656 | $2,895-8.3% | $3,821-30.5% | $3,952-32.8% |
| Admin fee / account holder | $4,145 | $3,343+24.0% | $3,619+14.5% | $6,260-33.8% |