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 | $57,410 | $70,428-18.5% | $96,562-40.5% | $85,850-33.1% |
| Participation rate | 81.8% | 61.8%+20.0pp | 69.8%+12.0pp | 69.3%+12.5pp |
| Annual return | 13.45% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,660 | $1,413+17.5% | $2,356-29.6% | $2,565-35.3% |
| Participant deferral / active EE | $5,341 | $2,894+84.6% | $3,849+38.8% | $3,952+35.1% |
| Admin fee / account holder | $5,429 | $4,997+8.6% | $6,181-12.2% | $6,260-13.3% |