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 | $65,734 | $91,190-27.9% | $178,490-63.2% | $79,858-17.7% |
| Participation rate | 89.1% | 69.2%+19.9pp | 81.9%+7.2pp | 69.6%+19.5pp |
| Annual return | 18.62% | 24.19%-5.6pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,773 | $3,256-14.8% | $5,011-44.7% | $2,471+12.2% |
| Participant deferral / active EE | $4,641 | $3,236+43.4% | $5,202-10.8% | $3,740+24.1% |
| Admin fee / account holder | $649 | $6,751-90.4% | $13,984-95.4% | $5,306-87.8% |