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 | $25,934 | $89,355-71.0% | $141,162-81.6% | $72,985-64.5% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 44.53% | 111.85%-67.3pp | 71.39%-26.9pp | 81.00%-36.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,071 | $5,418-24.9% | $6,709-39.3% | $3,607+12.9% |
| Admin fee / account holder | $947 | $5,958-84.1% | $10,261-90.8% | $5,124-81.5% |