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 | $36,337 | $107,934-66.3% | $91,989-60.5% | $152,861-76.2% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 17.87% | 89.24%-71.4pp | 69.02%-51.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,973 | $4,210-53.1% | $3,452-42.8% | $4,762-58.6% |
| Participant deferral / active EE | $5,989 | $6,364-5.9% | $5,923+1.1% | $5,850+2.4% |
| Admin fee / account holder | $9,051 | $10,520-14.0% | $7,743+16.9% | $11,596-22.0% |