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 | $37,643 | $89,355-57.9% | $141,162-73.3% | $72,985-48.4% |
| Participation rate | 82.7% | 75.1%+7.6pp | 82.5%+0.2pp | 69.5%+13.2pp |
| Annual return | 22.79% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,661 | $3,114-14.6% | $4,735-43.8% | $2,440+9.1% |
| Participant deferral / active EE | $3,414 | $5,418-37.0% | $6,709-49.1% | $3,607-5.4% |
| Admin fee / account holder | $3,781 | $5,958-36.5% | $10,261-63.1% | $5,124-26.2% |