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 | $22,886 | $89,355-74.4% | $141,162-83.8% | $72,985-68.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 25.46% | 111.85%-86.4pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $3,808 | $3,114+22.3% | $4,735-19.6% | $2,440+56.1% |
| Participant deferral / active EE | $5,878 | $5,418+8.5% | $6,709-12.4% | $3,607+62.9% |
| Admin fee / account holder | $3,058 | $5,958-48.7% | $10,261-70.2% | $5,124-40.3% |