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 | $25,808 | $48,076-46.3% | $78,689-67.2% | $62,891-59.0% |
| Participation rate | 89.7% | 65.2%+24.4pp | 73.6%+16.1pp | 69.3%+20.3pp |
| Annual return | 5.94% | 31.35%-25.4pp | 62.18%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,376 | $2,015+166.8% | $2,851+88.6% | $2,281+135.7% |
| Participant deferral / active EE | $1,899 | $2,588-26.6% | $3,517-46.0% | $3,203-40.7% |
| Admin fee / account holder | $445 | $3,207-86.1% | $4,510-90.1% | $4,296-89.6% |