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 | $30,537 | $53,127-42.5% | $86,590-64.7% | $70,131-56.5% |
| Participation rate | 87.9% | 65.3%+22.6pp | 73.5%+14.3pp | 69.5%+18.3pp |
| Annual return | 14.30% | 27.66%-13.4pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,183 | $2,068+53.9% | $2,839+12.1% | $2,342+35.9% |
| Participant deferral / active EE | $1,018 | $2,696-62.2% | $3,609-71.8% | $3,332-69.4% |
| Admin fee / account holder | $418 | $3,585-88.3% | $4,906-91.5% | $4,645-91.0% |