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 | $62,083 | $98,750-37.1% | $149,696-58.5% | $79,858-22.3% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 22.27% | 27.43%-5.2pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,074 | $3,216-35.5% | $4,644-55.3% | $2,471-16.0% |
| Participant deferral / active EE | $3,751 | $5,680-34.0% | $6,842-45.2% | $3,740+0.3% |
| Admin fee / account holder | $4,131 | $6,053-31.7% | $9,309-55.6% | $5,306-22.1% |