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 | $58,888 | $98,750-40.4% | $149,696-60.7% | $79,858-26.3% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 13.52% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,031 | $3,216-5.8% | $4,644-34.7% | $2,471+22.7% |
| Participant deferral / active EE | $3,208 | $5,680-43.5% | $6,842-53.1% | $3,740-14.2% |
| Admin fee / account holder | $9,787 | $6,053+61.7% | $9,309+5.1% | $5,306+84.4% |