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 | $59,681 | $76,000-21.5% | $154,107-61.3% | $64,186-7.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | 6.19% | 30.32%-24.1pp | 735.12%-728.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $2,694 | $3,351-19.6% | $5,298-49.2% | $2,381+13.1% |
| Participant deferral / active EE | $5,275 | $3,175+66.1% | $5,081+3.8% | $3,470+52.0% |
| Admin fee / account holder | $3,183 | $5,596-43.1% | $13,411-76.3% | $4,888-34.9% |