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 | $24,288 | $93,346-74.0% | $71,796-66.2% | $273,961-91.1% |
| Participation rate | 89.5% | 76.5%+12.9pp | 69.1%+20.4pp | 83.0%+6.5pp |
| Annual return | 4.91% | 130.39%-125.5pp | 78.04%-73.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,764 | $2,733-35.5% | $1,924-8.3% | $4,869-63.8% |
| Participant deferral / active EE | $4,459 | $3,475+28.3% | $2,794+59.6% | $5,287-15.7% |
| Admin fee / account holder | $1,866 | $6,571-71.6% | $4,815-61.3% | $10,132-81.6% |