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 | $37,156 | $89,355-58.4% | $141,162-73.7% | $72,985-49.1% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 24.49% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,503 | $3,114-51.7% | $4,735-68.3% | $2,440-38.4% |
| Participant deferral / active EE | $5,132 | $5,418-5.3% | $6,709-23.5% | $3,607+42.3% |
| Admin fee / account holder | $1,788 | $5,958-70.0% | $10,261-82.6% | $5,124-65.1% |