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 | $29,804 | $54,762-45.6% | $90,281-67.0% | $72,985-59.2% |
| Participation rate | 89.7% | 65.1%+24.5pp | 73.3%+16.4pp | 69.5%+20.2pp |
| Annual return | 67.06% | 30.63%+36.4pp | 78.10%-11.0pp | 81.00%-13.9pp |
| Employer contribution / active EE | $2,793 | $2,092+33.5% | $2,854-2.1% | $2,440+14.5% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $816 | $3,972-79.5% | $5,351-84.8% | $5,124-84.1% |