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 | $31,804 | $56,972-44.2% | $182,532-82.6% | $65,185-51.2% |
| Participation rate | 92.5% | 66.5%+25.9pp | 78.0%+14.5pp | 70.2%+22.3pp |
| Annual return | 30.67% | 27.67%+3.0pp | 148.54%-117.9pp | 29.38%+1.3pp |
| Employer contribution / active EE | $1,297 | $1,615-19.7% | $4,076-68.2% | $2,177-40.4% |
| Participant deferral / active EE | $2,901 | $3,526-17.7% | $5,524-47.5% | $3,514-17.4% |
| Admin fee / account holder | $1,542 | $528+192.1% | $8,592-82.1% | $847+82.0% |