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 | $36,622 | $98,750-62.9% | $149,696-75.5% | $79,858-54.1% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 17.55% | 27.43%-9.9pp | 276.60%-259.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,340 | $3,216+34.9% | $4,644-6.6% | $2,471+75.6% |
| Participant deferral / active EE | $4,191 | $5,680-26.2% | $6,842-38.7% | $3,740+12.1% |
| Admin fee / account holder | $5,188 | $6,053-14.3% | $9,309-44.3% | $5,306-2.2% |