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 | $28,400 | $98,750-71.2% | $149,696-81.0% | $79,858-64.4% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.0pp |
| Annual return | 40.18% | 27.43%+12.8pp | 276.60%-236.4pp | 31.71%+8.5pp |
| Employer contribution / active EE | $2,723 | $3,216-15.3% | $4,644-41.4% | $2,471+10.2% |
| Participant deferral / active EE | $6,963 | $5,680+22.6% | $6,842+1.8% | $3,740+86.2% |
| Admin fee / account holder | $4,278 | $6,053-29.3% | $9,309-54.0% | $5,306-19.4% |