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 | $72,169 | $98,750-26.9% | $149,696-51.8% | $79,858-9.6% |
| Participation rate | 89.8% | 75.8%+14.1pp | 82.5%+7.4pp | 69.6%+20.2pp |
| Annual return | 16.20% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $4,984 | $3,216+54.9% | $4,644+7.3% | $2,471+101.7% |
| Participant deferral / active EE | $10,177 | $5,680+79.2% | $6,842+48.7% | $3,740+172.1% |
| Admin fee / account holder | $5,466 | $6,053-9.7% | $9,309-41.3% | $5,306+3.0% |