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 | $51,188 | $65,041-21.3% | $90,951-43.7% | $79,858-35.9% |
| Participation rate | 89.3% | 61.6%+27.7pp | 69.0%+20.3pp | 69.6%+19.7pp |
| Annual return | 15.56% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,246 | $1,247+80.1% | $2,122+5.9% | $2,471-9.1% |
| Participant deferral / active EE | $4,785 | $2,512+90.5% | $3,373+41.9% | $3,740+27.9% |
| Admin fee / account holder | $6,648 | $4,536+46.6% | $5,959+11.6% | $5,306+25.3% |