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 | $30,568 | $89,355-65.8% | $141,162-78.3% | $72,985-58.1% |
| Participation rate | 79.2% | 75.1%+4.0pp | 82.5%-3.3pp | 69.5%+9.7pp |
| Annual return | 22.49% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,685 | $3,114-13.8% | $4,735-43.3% | $2,440+10.1% |
| Participant deferral / active EE | $5,162 | $5,418-4.7% | $6,709-23.1% | $3,607+43.1% |
| Admin fee / account holder | $3,639 | $5,958-38.9% | $10,261-64.5% | $5,124-29.0% |