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 | $31,303 | $93,571-66.5% | $135,903-77.0% | $75,163-58.4% |
| Participation rate | 93.2% | 75.2%+18.0pp | 81.9%+11.3pp | 67.2%+26.0pp |
| Annual return | 24.15% | 30.90%-6.8pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $5,704 | $3,537+61.3% | $4,856+17.5% | $2,670+113.6% |
| Participant deferral / active EE | $11,147 | $6,404+74.1% | $7,758+43.7% | $4,125+170.2% |
| Admin fee / account holder | $10,439 | $6,975+49.7% | $10,762-3.0% | $5,651+84.7% |