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 | $33,202 | $81,208-59.1% | $98,907-66.4% | $79,858-58.4% |
| Participation rate | 82.5% | 72.5%+9.9pp | 76.0%+6.4pp | 69.6%+12.8pp |
| Annual return | 16.40% | 60.99%-44.6pp | 196.43%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $734 | $1,960-62.5% | $2,689-72.7% | $2,471-70.3% |
| Participant deferral / active EE | $1,931 | $3,265-40.9% | $4,244-54.5% | $3,740-48.4% |
| Admin fee / account holder | $6,667 | $6,013+10.9% | $6,642+0.4% | $5,306+25.7% |