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 | $40,685 | $89,355-54.5% | $141,162-71.2% | $72,985-44.3% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 39.79% | 111.85%-72.1pp | 71.39%-31.6pp | 81.00%-41.2pp |
| Employer contribution / active EE | $2,825 | $3,114-9.3% | $4,735-40.3% | $2,440+15.8% |
| Participant deferral / active EE | $13,162 | $5,418+142.9% | $6,709+96.2% | $3,607+264.9% |
| Admin fee / account holder | $5,890 | $5,958-1.2% | $10,261-42.6% | $5,124+14.9% |