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 | $24,499 | $89,355-72.6% | $141,162-82.6% | $72,985-66.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 36.19% | 111.85%-75.7pp | 71.39%-35.2pp | 81.00%-44.8pp |
| Employer contribution / active EE | $5,528 | $3,114+77.5% | $4,735+16.7% | $2,440+126.6% |
| Participant deferral / active EE | $7,026 | $5,418+29.7% | $6,709+4.7% | $3,607+94.8% |
| Admin fee / account holder | $2,272 | $5,958-61.9% | $10,261-77.9% | $5,124-55.7% |