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 | $57,611 | $73,933-22.1% | $96,683-40.4% | $75,163-23.4% |
| Participation rate | 71.7% | 66.4%+5.3pp | 74.3%-2.6pp | 67.2%+4.5pp |
| Annual return | 20.11% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $13,127 | $2,928+348.4% | $3,737+251.3% | $2,670+391.7% |
| Participant deferral / active EE | $1,925 | $3,659-47.4% | $4,878-60.5% | $4,125-53.3% |
| Admin fee / account holder | $5,216 | $5,2160% | $6,730-22.5% | $5,651-7.7% |