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 3-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 | $49,136 | $101,724-51.7% | $164,813-70.2% | $80,856-39.2% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.6%+22.7pp |
| Annual return | 14.17% | 16.72%-2.5pp | 69.93%-55.8pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,456 | $2,953+50.9% | $4,341+2.7% | $2,755+61.8% |
| Participant deferral / active EE | $12,059 | $4,477+169.3% | $6,031+99.9% | $4,296+180.7% |
| Admin fee / account holder | $3,833 | $8,227-53.4% | $12,690-69.8% | $6,918-44.6% |