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 | $26,946 | $89,355-69.8% | $141,162-80.9% | $72,985-63.1% |
| Participation rate | 76.2% | 75.1%+1.1pp | 82.5%-6.3pp | 69.5%+6.7pp |
| Annual return | 24.79% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,329 | $3,114-57.3% | $4,735-71.9% | $2,440-45.5% |
| Participant deferral / active EE | $3,210 | $5,418-40.8% | $6,709-52.2% | $3,607-11.0% |
| Admin fee / account holder | $424 | $5,958-92.9% | $10,261-95.9% | $5,124-91.7% |