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 | $38,086 | $76,000-49.9% | $154,107-75.3% | $64,186-40.7% |
| Participation rate | 96.5% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+26.9pp |
| Annual return | 8.05% | 30.32%-22.3pp | 735.12%-727.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $2,244 | $3,351-33.0% | $5,298-57.6% | $2,381-5.7% |
| Participant deferral / active EE | $4,238 | $3,175+33.5% | $5,081-16.6% | $3,470+22.2% |
| Admin fee / account holder | $1,747 | $5,596-68.8% | $13,411-87.0% | $4,888-64.3% |