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 | $29,559 | $89,355-66.9% | $141,162-79.1% | $72,985-59.5% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 19.95% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,284 | $3,114+5.5% | $4,735-30.6% | $2,440+34.6% |
| Participant deferral / active EE | $7,258 | $5,418+34.0% | $6,709+8.2% | $3,607+101.2% |
| Admin fee / account holder | $7,098 | $5,958+19.1% | $10,261-30.8% | $5,124+38.5% |