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 | $58,206 | $78,422-25.8% | $95,952-39.3% | $79,858-27.1% |
| Participation rate | 95.2% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.6pp |
| Annual return | 15.08% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,712 | $1,945+39.4% | $2,541+6.7% | $2,471+9.8% |
| Participant deferral / active EE | $3,932 | $3,440+14.3% | $4,167-5.6% | $3,740+5.1% |
| Admin fee / account holder | $909 | $5,622-83.8% | $6,795-86.6% | $5,306-82.9% |