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 | $39,977 | $48,046-16.8% | $84,611-52.8% | $72,985-45.2% |
| Participation rate | 73.3% | 57.6%+15.7pp | 68.2%+5.0pp | 69.5%+3.8pp |
| Annual return | 26.19% | 37.38%-11.2pp | 258.74%-232.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $3,781 | $1,602+136.1% | $2,652+42.6% | $2,440+55.0% |
| Participant deferral / active EE | $3,398 | $2,680+26.8% | $3,899-12.8% | $3,607-5.8% |
| Admin fee / account holder | $3,794 | $3,395+11.8% | $4,912-22.8% | $5,124-26.0% |