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 | $58,537 | $98,750-40.7% | $149,696-60.9% | $79,858-26.7% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.5%+6.7pp | 69.6%+19.6pp |
| Annual return | 13.72% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,509 | $3,216-22.0% | $4,644-46.0% | $2,471+1.5% |
| Participant deferral / active EE | $6,992 | $5,680+23.1% | $6,842+2.2% | $3,740+87.0% |
| Admin fee / account holder | $1,745 | $6,053-71.2% | $9,309-81.2% | $5,306-67.1% |