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 | $33,770 | $89,355-62.2% | $141,162-76.1% | $72,985-53.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 64.81% | 111.85%-47.0pp | 71.39%-6.6pp | 81.00%-16.2pp |
| Employer contribution / active EE | $2,034 | $3,114-34.7% | $4,735-57.0% | $2,440-16.6% |
| Participant deferral / active EE | $4,537 | $5,418-16.3% | $6,709-32.4% | $3,607+25.8% |
| Admin fee / account holder | $1,109 | $5,958-81.4% | $10,261-89.2% | $5,124-78.3% |