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 | $26,233 | $89,355-70.6% | $141,162-81.4% | $72,985-64.1% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 23.21% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,627 | $3,114-47.8% | $4,735-65.6% | $2,440-33.3% |
| Participant deferral / active EE | $3,115 | $5,418-42.5% | $6,709-53.6% | $3,607-13.7% |
| Admin fee / account holder | $6,164 | $5,958+3.4% | $10,261-39.9% | $5,124+20.3% |