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 | $28,587 | $53,127-46.2% | $86,590-67.0% | $70,131-59.2% |
| Participation rate | 75.3% | 65.3%+10.0pp | 73.5%+1.8pp | 69.5%+5.8pp |
| Annual return | 25.19% | 27.66%-2.5pp | 964.84%-939.6pp | 73.14%-47.9pp |
| Employer contribution / active EE | $2,538 | $2,068+22.7% | $2,839-10.6% | $2,342+8.3% |
| Participant deferral / active EE | $4,252 | $2,696+57.7% | $3,609+17.8% | $3,332+27.6% |
| Admin fee / account holder | $391 | $3,585-89.1% | $4,906-92.0% | $4,645-91.6% |