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 | $26,267 | $85,202-69.2% | $172,739-84.8% | $72,985-64.0% |
| Participation rate | 79.5% | 70.1%+9.4pp | 82.6%-3.2pp | 69.5%+10.0pp |
| Annual return | 18.40% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,147 | $3,324-65.5% | $5,143-77.7% | $2,440-53.0% |
| Participant deferral / active EE | $3,026 | $3,260-7.2% | $5,198-41.8% | $3,607-16.1% |
| Admin fee / account holder | $6,632 | $5,884+12.7% | $13,954-52.5% | $5,124+29.4% |