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 | $24,421 | $91,190-73.2% | $178,490-86.3% | $79,858-69.4% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 18.93% | 24.19%-5.3pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,108 | $3,256-4.5% | $5,011-38.0% | $2,471+25.8% |
| Participant deferral / active EE | $7,561 | $3,236+133.6% | $5,202+45.4% | $3,740+102.2% |
| Admin fee / account holder | $3,458 | $6,751-48.8% | $13,984-75.3% | $5,306-34.8% |