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 | $39,367 | $48,076-18.1% | $78,689-50.0% | $62,891-37.4% |
| Participation rate | 84.0% | 65.2%+18.8pp | 73.6%+10.4pp | 69.3%+14.7pp |
| Annual return | 6.90% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,709 | $2,015+133.7% | $2,851+65.2% | $2,281+106.4% |
| Participant deferral / active EE | $7,765 | $2,588+200.1% | $3,517+120.8% | $3,203+142.4% |
| Admin fee / account holder | $10,405 | $3,207+224.4% | $4,510+130.7% | $4,296+142.2% |