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 | $39,497 | $89,355-55.8% | $141,162-72.0% | $72,985-45.9% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.0pp |
| Annual return | 28.12% | 111.85%-83.7pp | 71.39%-43.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $2,196 | $3,114-29.5% | $4,735-53.6% | $2,440-10.0% |
| Participant deferral / active EE | $6,969 | $5,418+28.6% | $6,709+3.9% | $3,607+93.2% |
| Admin fee / account holder | $2,037 | $5,958-65.8% | $10,261-80.2% | $5,124-60.3% |