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 | $50,659 | $94,625-46.5% | $116,228-56.4% | $84,808-40.3% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 13.12% | 20.40%-7.3pp | 90.06%-76.9pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,673 | $2,347+13.9% | $2,994-10.7% | $2,631+1.6% |
| Participant deferral / active EE | $5,597 | $3,972+40.9% | $4,953+13.0% | $4,212+32.9% |
| Admin fee / account holder | $36,533 | $10,091+262.0% | $11,989+204.7% | $7,344+397.5% |