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 | $33,517 | $89,355-62.5% | $141,162-76.3% | $72,985-54.1% |
| Participation rate | 75.5% | 75.1%+0.4pp | 82.5%-7.0pp | 69.5%+6.0pp |
| Annual return | 40.34% | 111.85%-71.5pp | 71.39%-31.1pp | 81.00%-40.7pp |
| Employer contribution / active EE | $3,213 | $3,114+3.2% | $4,735-32.1% | $2,440+31.7% |
| Participant deferral / active EE | $5,138 | $5,418-5.2% | $6,709-23.4% | $3,607+42.4% |
| Admin fee / account holder | $804 | $5,958-86.5% | $10,261-92.2% | $5,124-84.3% |