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 | $52,090 | $48,046+8.4% | $84,611-38.4% | $72,985-28.6% |
| Participation rate | 82.6% | 57.6%+25.0pp | 68.2%+14.4pp | 69.5%+13.1pp |
| Annual return | 30.24% | 37.38%-7.1pp | 258.74%-228.5pp | 81.00%-50.8pp |
| Employer contribution / active EE | $2,493 | $1,602+55.6% | $2,652-6.0% | $2,440+2.2% |
| Participant deferral / active EE | $5,539 | $2,680+106.6% | $3,899+42.1% | $3,607+53.5% |
| Admin fee / account holder | $2,833 | $3,395-16.5% | $4,912-42.3% | $5,124-44.7% |