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 | $34,084 | $78,422-56.5% | $95,952-64.5% | $79,858-57.3% |
| Participation rate | 83.7% | 73.5%+10.2pp | 77.1%+6.6pp | 69.6%+14.1pp |
| Annual return | 20.02% | 19.37%+0.7pp | 91.61%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,494 | $1,945-23.2% | $2,541-41.2% | $2,471-39.5% |
| Participant deferral / active EE | $4,251 | $3,440+23.6% | $4,167+2.0% | $3,740+13.6% |
| Admin fee / account holder | $766 | $5,622-86.4% | $6,795-88.7% | $5,306-85.6% |