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 | $49,023 | $98,750-50.4% | $149,696-67.3% | $79,858-38.6% |
| Participation rate | 88.1% | 75.8%+12.4pp | 82.5%+5.7pp | 69.6%+18.5pp |
| Annual return | 26.45% | 27.43%-1.0pp | 276.60%-250.2pp | 31.71%-5.3pp |
| Employer contribution / active EE | $4,003 | $3,216+24.5% | $4,644-13.8% | $2,471+62.0% |
| Participant deferral / active EE | $6,396 | $5,680+12.6% | $6,842-6.5% | $3,740+71.0% |
| Admin fee / account holder | $4,178 | $6,053-31.0% | $9,309-55.1% | $5,306-21.3% |