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 | $58,111 | $89,355-35.0% | $141,162-58.8% | $72,985-20.4% |
| Participation rate | 80.6% | 75.1%+5.4pp | 82.5%-1.9pp | 69.5%+11.1pp |
| Annual return | 26.85% | 111.85%-85.0pp | 71.39%-44.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $2,873 | $3,114-7.7% | $4,735-39.3% | $2,440+17.8% |
| Participant deferral / active EE | $7,251 | $5,418+33.8% | $6,709+8.1% | $3,607+101.0% |
| Admin fee / account holder | $3,380 | $5,958-43.3% | $10,261-67.1% | $5,124-34.0% |