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 | $53,440 | $65,395-18.3% | $182,532-70.7% | $72,985-26.8% |
| Participation rate | 96.4% | 65.4%+31.0pp | 78.0%+18.5pp | 69.5%+26.9pp |
| Annual return | 22.67% | 27.68%-5.0pp | 148.54%-125.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $5,641 | $1,911+195.2% | $4,076+38.4% | $2,440+131.2% |
| Participant deferral / active EE | $4,534 | $3,563+27.3% | $5,524-17.9% | $3,607+25.7% |
| Admin fee / account holder | $4,383 | $4,245+3.3% | $8,592-49.0% | $5,124-14.5% |