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 | $51,099 | $77,899-34.4% | $149,673-65.9% | $75,163-32.0% |
| Participation rate | 81.4% | 65.6%+15.8pp | 78.8%+2.6pp | 67.2%+14.2pp |
| Annual return | 33.66% | 31.72%+1.9pp | 134.42%-100.8pp | 160.62%-127.0pp |
| Employer contribution / active EE | $8,107 | $3,137+158.4% | $4,818+68.3% | $2,670+203.7% |
| Participant deferral / active EE | $14,482 | $3,411+324.6% | $5,680+155.0% | $4,125+251.1% |
| Admin fee / account holder | $10,119 | $5,956+69.9% | $13,210-23.4% | $5,651+79.1% |