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 | $32,680 | $89,355-63.4% | $141,162-76.8% | $72,985-55.2% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 26.05% | 111.85%-85.8pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $7,952 | $3,114+155.3% | $4,735+67.9% | $2,440+225.9% |
| Participant deferral / active EE | $7,410 | $5,418+36.8% | $6,709+10.4% | $3,607+105.4% |
| Admin fee / account holder | $1,557 | $5,958-73.9% | $10,261-84.8% | $5,124-69.6% |