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 | $31,535 | $53,127-40.6% | $86,590-63.6% | $70,131-55.0% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 14.91% | 27.66%-12.8pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,744 | $2,068+32.7% | $2,839-3.4% | $2,342+17.1% |
| Participant deferral / active EE | $2,005 | $2,696-25.6% | $3,609-44.4% | $3,332-39.8% |
| Admin fee / account holder | $5,433 | $3,585+51.5% | $4,906+10.8% | $4,645+17.0% |