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 | $34,747 | $98,750-64.8% | $149,696-76.8% | $79,858-56.5% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.2pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,292 | $3,216-28.8% | $4,644-50.7% | $2,471-7.2% |
| Participant deferral / active EE | $4,388 | $5,680-22.8% | $6,842-35.9% | $3,740+17.3% |
| Admin fee / account holder | $591 | $6,053-90.2% | $9,309-93.7% | $5,306-88.9% |