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 | $53,989 | $77,899-30.7% | $149,673-63.9% | $75,163-28.2% |
| Participation rate | 91.9% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.7pp |
| Annual return | 17.55% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,853 | $3,137+54.7% | $4,818+0.7% | $2,670+81.8% |
| Participant deferral / active EE | $6,287 | $3,411+84.3% | $5,680+10.7% | $4,125+52.4% |
| Admin fee / account holder | $3,225 | $5,956-45.9% | $13,210-75.6% | $5,651-42.9% |