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 | $27,835 | $93,346-70.2% | $71,796-61.2% | $273,961-89.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 11.57% | 130.39%-118.8pp | 78.04%-66.5pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,454 | $2,733+26.4% | $1,924+79.5% | $4,869-29.1% |
| Participant deferral / active EE | $4,476 | $3,475+28.8% | $2,794+60.2% | $5,287-15.4% |
| Admin fee / account holder | $495 | $6,571-92.5% | $4,815-89.7% | $10,132-95.1% |