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 | $41,154 | $93,346-55.9% | $71,796-42.7% | $273,961-85.0% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 7.41% | 130.39%-123.0pp | 78.04%-70.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,883 | $2,733-31.1% | $1,924-2.1% | $4,869-61.3% |
| Participant deferral / active EE | $3,817 | $3,475+9.8% | $2,794+36.6% | $5,287-27.8% |
| Admin fee / account holder | $1,160 | $6,571-82.3% | $4,815-75.9% | $10,132-88.5% |