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 6-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 | $30,169 | $85,022-64.5% | $70,515-57.2% | $139,434-78.4% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 17.50% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,532 | $3,909-60.8% | $2,973-48.5% | $4,751-67.8% |
| Participant deferral / active EE | $4,784 | $5,890-18.8% | $4,567+4.8% | $6,710-28.7% |
| Admin fee / account holder | $4,196 | $8,906-52.9% | $6,412-34.6% | $11,403-63.2% |