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 | $33,977 | $89,355-62.0% | $141,162-75.9% | $72,985-53.4% |
| Participation rate | 84.7% | 75.1%+9.6pp | 82.5%+2.3pp | 69.5%+15.2pp |
| Annual return | 43.70% | 111.85%-68.1pp | 71.39%-27.7pp | 81.00%-37.3pp |
| Employer contribution / active EE | $5,003 | $3,114+60.6% | $4,735+5.7% | $2,440+105.0% |
| Participant deferral / active EE | $9,931 | $5,418+83.3% | $6,709+48.0% | $3,607+175.3% |
| Admin fee / account holder | $3,347 | $5,958-43.8% | $10,261-67.4% | $5,124-34.7% |