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 | $38,353 | $71,050-46.0% | $93,606-59.0% | $80,856-52.6% |
| Participation rate | 86.7% | 60.4%+26.3pp | 68.7%+17.9pp | 67.6%+19.0pp |
| Annual return | 10.34% | 11.26%-0.9pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $18,347 | $1,564+1073.4% | $2,420+658.2% | $2,755+566.0% |
| Participant deferral / active EE | $1,921 | $4,034-52.4% | $4,411-56.4% | $4,296-55.3% |
| Admin fee / account holder | $18,172 | $6,945+161.7% | $8,285+119.3% | $6,918+162.7% |