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 | $27,270 | $89,355-69.5% | $141,162-80.7% | $72,985-62.6% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 28.37% | 111.85%-83.5pp | 71.39%-43.0pp | 81.00%-52.6pp |
| Employer contribution / active EE | $3,223 | $3,114+3.5% | $4,735-31.9% | $2,440+32.1% |
| Participant deferral / active EE | $11,863 | $5,418+119.0% | $6,709+76.8% | $3,607+228.9% |
| Admin fee / account holder | $320 | $5,958-94.6% | $10,261-96.9% | $5,124-93.7% |