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 | $26,252 | $63,114-58.4% | $92,893-71.7% | $65,185-59.7% |
| Participation rate | 86.3% | 68.8%+17.5pp | 76.0%+10.3pp | 70.2%+16.1pp |
| Annual return | 26.17% | 28.75%-2.6pp | 109.41%-83.2pp | 29.38%-3.2pp |
| Employer contribution / active EE | $2,986 | $2,571+16.2% | $3,653-18.3% | $2,177+37.2% |
| Participant deferral / active EE | $5,517 | $3,108+77.5% | $4,236+30.2% | $3,514+57.0% |
| Admin fee / account holder | $2,495 | $624+300.2% | $5,794-56.9% | $847+194.6% |