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 | $49,875 | $94,031-47.0% | $115,768-56.9% | $82,448-39.5% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.4%+23.1pp | 68.1%+29.4pp |
| Annual return | 14.36% | 20.61%-6.3pp | 100.46%-86.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,221 | $2,323+38.6% | $2,940+9.6% | $2,551+26.3% |
| Participant deferral / active EE | $4,984 | $3,972+25.5% | $4,917+1.4% | $4,139+20.4% |
| Admin fee / account holder | $509 | $10,249-95.0% | $12,439-95.9% | $7,234-93.0% |