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 | $80,269 | $89,355-10.2% | $141,162-43.1% | $72,985+10.0% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 34.66% | 111.85%-77.2pp | 71.39%-36.7pp | 81.00%-46.3pp |
| Employer contribution / active EE | $2,647 | $3,114-15.0% | $4,735-44.1% | $2,440+8.5% |
| Participant deferral / active EE | $5,775 | $5,418+6.6% | $6,709-13.9% | $3,607+60.1% |
| Admin fee / account holder | $2,090 | $5,958-64.9% | $10,261-79.6% | $5,124-59.2% |