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 | $60,326 | $91,190-33.8% | $178,490-66.2% | $79,858-24.5% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 30.02% | 24.19%+5.8pp | 151.07%-121.1pp | 31.71%-1.7pp |
| Employer contribution / active EE | $4,574 | $3,256+40.5% | $5,011-8.7% | $2,471+85.1% |
| Participant deferral / active EE | $4,433 | $3,236+37.0% | $5,202-14.8% | $3,740+18.5% |
| Admin fee / account holder | $2,540 | $6,751-62.4% | $13,984-81.8% | $5,306-52.1% |