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 | $30,333 | $98,750-69.3% | $149,696-79.7% | $79,858-62.0% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 19.03% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $5,390 | $3,216+67.6% | $4,644+16.1% | $2,471+118.1% |
| Participant deferral / active EE | $3,338 | $5,680-41.2% | $6,842-51.2% | $3,740-10.8% |
| Admin fee / account holder | $933 | $6,053-84.6% | $9,309-90.0% | $5,306-82.4% |