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 | $31,999 | $89,355-64.2% | $141,162-77.3% | $72,985-56.2% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 24.35% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,475 | $3,114-52.6% | $4,735-68.9% | $2,440-39.6% |
| Participant deferral / active EE | $5,625 | $5,418+3.8% | $6,709-16.2% | $3,607+55.9% |
| Admin fee / account holder | $927 | $5,958-84.4% | $10,261-91.0% | $5,124-81.9% |