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 | $33,193 | $98,750-66.4% | $149,696-77.8% | $79,858-58.4% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+25.9pp |
| Annual return | 13.57% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,990 | $3,216-38.1% | $4,644-57.1% | $2,471-19.5% |
| Participant deferral / active EE | $4,044 | $5,680-28.8% | $6,842-40.9% | $3,740+8.1% |
| Admin fee / account holder | $2,937 | $6,053-51.5% | $9,309-68.4% | $5,306-44.6% |