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 | $37,181 | $49,177-24.4% | $79,464-53.2% | $64,186-42.1% |
| Participation rate | 86.0% | 65.0%+21.0pp | 73.3%+12.7pp | 69.6%+16.4pp |
| Annual return | 11.36% | -1.16%+12.5pp | 718.14%-706.8pp | 7.63%+3.7pp |
| Employer contribution / active EE | $2,321 | $2,076+11.8% | $2,800-17.1% | $2,381-2.5% |
| Participant deferral / active EE | $3,531 | $2,821+25.2% | $3,704-4.7% | $3,470+1.8% |
| Admin fee / account holder | $911 | $3,839-76.3% | $5,113-82.2% | $4,888-81.4% |