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 | $63,880 | $89,355-28.5% | $141,162-54.7% | $72,985-12.5% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.8pp | 69.5%+23.7pp |
| Annual return | 21.01% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,641 | $3,114-47.3% | $4,735-65.3% | $2,440-32.7% |
| Participant deferral / active EE | $3,802 | $5,418-29.8% | $6,709-43.3% | $3,607+5.4% |
| Admin fee / account holder | $3,249 | $5,958-45.5% | $10,261-68.3% | $5,124-36.6% |