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 | $26,356 | $89,355-70.5% | $141,162-81.3% | $72,985-63.9% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 29.01% | 111.85%-82.8pp | 71.39%-42.4pp | 81.00%-52.0pp |
| Employer contribution / active EE | $2,194 | $3,114-29.5% | $4,735-53.7% | $2,440-10.1% |
| Participant deferral / active EE | $4,352 | $5,418-19.7% | $6,709-35.1% | $3,607+20.6% |
| Admin fee / account holder | $1,916 | $5,958-67.8% | $10,261-81.3% | $5,124-62.6% |