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 | $26,098 | $115,770-77.5% | $101,248-74.2% | $158,922-83.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 16.12% | 56.14%-40.0pp | 46.47%-30.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,858 | $4,175-55.5% | $3,660-49.2% | $4,761-61.0% |
| Participant deferral / active EE | $6,778 | $4,957+36.7% | $4,370+55.1% | $5,982+13.3% |
| Admin fee / account holder | $1,390 | $7,245-80.8% | $5,945-76.6% | $11,246-87.6% |