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 | $43,532 | $89,355-51.3% | $141,162-69.2% | $72,985-40.4% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 24.09% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $5,460 | $3,114+75.3% | $4,735+15.3% | $2,440+123.8% |
| Participant deferral / active EE | $7,078 | $5,418+30.6% | $6,709+5.5% | $3,607+96.2% |
| Admin fee / account holder | $2,038 | $5,958-65.8% | $10,261-80.1% | $5,124-60.2% |