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 | $49,695 | $99,985-50.3% | $146,665-66.1% | $85,850-42.1% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 17.05% | 18.93%-1.9pp | 22.74%-5.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $5,438 | $2,559+112.5% | $4,136+31.5% | $2,565+112.0% |
| Participant deferral / active EE | $3,062 | $4,006-23.6% | $5,506-44.4% | $3,952-22.5% |
| Admin fee / account holder | $312 | $7,702-96.0% | $10,280-97.0% | $6,260-95.0% |