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 | $61,815 | $232,540-73.4% | $185,117-66.6% | $147,584-58.1% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 13.75% | 43.03%-29.3pp | 40.50%-26.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,465 | $5,195-52.6% | $4,182-41.1% | $4,876-49.5% |
| Participant deferral / active EE | $5,742 | $5,834-1.6% | $5,045+13.8% | $5,439+5.6% |
| Admin fee / account holder | $18,632 | $10,275+81.3% | $8,159+128.4% | $10,885+71.2% |