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 | $53,336 | $91,552-41.7% | $133,956-60.2% | $79,858-33.2% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 11.80% | 61.85%-50.0pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $6,194 | $2,384+159.9% | $3,919+58.1% | $2,471+150.7% |
| Participant deferral / active EE | $2,350 | $3,733-37.1% | $5,048-53.4% | $3,740-37.2% |
| Admin fee / account holder | $1,735 | $6,321-72.5% | $8,927-80.6% | $5,306-67.3% |