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 | $38,129 | $89,355-57.3% | $141,162-73.0% | $72,985-47.8% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 31.47% | 111.85%-80.4pp | 71.39%-39.9pp | 81.00%-49.5pp |
| Employer contribution / active EE | $3,167 | $3,114+1.7% | $4,735-33.1% | $2,440+29.8% |
| Participant deferral / active EE | $6,879 | $5,418+27.0% | $6,709+2.5% | $3,607+90.7% |
| Admin fee / account holder | $852 | $5,958-85.7% | $10,261-91.7% | $5,124-83.4% |