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 | $32,070 | $152,587-79.0% | $125,175-74.4% | $152,861-79.0% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 19.81% | 54.84%-35.0pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,518 | $4,946-69.3% | $3,865-60.7% | $4,762-68.1% |
| Participant deferral / active EE | $6,122 | $5,868+4.3% | $4,937+24.0% | $5,850+4.6% |
| Admin fee / account holder | $774 | $13,434-94.2% | $9,702-92.0% | $11,596-93.3% |