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 | $37,132 | $93,346-60.2% | $71,796-48.3% | $273,961-86.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 8.86% | 130.39%-121.5pp | 78.04%-69.2pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,424 | $2,733-47.9% | $1,924-26.0% | $4,869-70.8% |
| Participant deferral / active EE | $3,450 | $3,475-0.7% | $2,794+23.5% | $5,287-34.8% |
| Admin fee / account holder | $551 | $6,571-91.6% | $4,815-88.6% | $10,132-94.6% |