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 | $34,060 | $77,634-56.1% | $156,549-78.2% | $62,891-45.8% |
| Participation rate | 98.1% | 71.2%+26.9pp | 84.0%+14.1pp | 69.3%+28.8pp |
| Annual return | 7.20% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,610 | $3,444+4.8% | $5,501-34.4% | $2,281+58.3% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,959 | $5,561-64.8% | $13,027-85.0% | $4,296-54.4% |