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 | $29,408 | $89,355-67.1% | $141,162-79.2% | $72,985-59.7% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 33.88% | 111.85%-78.0pp | 71.39%-37.5pp | 81.00%-47.1pp |
| Employer contribution / active EE | $2,014 | $3,114-35.3% | $4,735-57.5% | $2,440-17.5% |
| Participant deferral / active EE | $7,987 | $5,418+47.4% | $6,709+19.0% | $3,607+121.4% |
| Admin fee / account holder | $443 | $5,958-92.6% | $10,261-95.7% | $5,124-91.4% |