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 | $24,329 | $48,046-49.4% | $84,611-71.2% | $72,985-66.7% |
| Participation rate | 96.3% | 57.6%+38.7pp | 68.2%+28.1pp | 69.5%+26.8pp |
| Annual return | 22.93% | 37.38%-14.5pp | 258.74%-235.8pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,214 | $1,602+38.2% | $2,652-16.5% | $2,440-9.3% |
| Participant deferral / active EE | $3,892 | $2,680+45.2% | $3,899-0.2% | $3,607+7.9% |
| Admin fee / account holder | $728 | $3,395-78.5% | $4,912-85.2% | $5,124-85.8% |