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 | $43,514 | $83,477-47.9% | $125,175-65.2% | $72,985-40.4% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.0pp | 69.5%+25.3pp |
| Annual return | 23.78% | 25.78%-2.0pp | 43.79%-20.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $5,299 | $2,345+125.9% | $3,865+37.1% | $2,440+117.2% |
| Participant deferral / active EE | $12,205 | $3,585+240.4% | $4,937+147.2% | $3,607+238.3% |
| Admin fee / account holder | $7,065 | $5,517+28.1% | $9,702-27.2% | $5,124+37.9% |