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 | $38,314 | $51,638-25.8% | $68,368-44.0% | $82,448-53.5% |
| Participation rate | 92.6% | 63.6%+29.0pp | 73.8%+18.8pp | 68.1%+24.5pp |
| Annual return | 21.40% | 37.53%-16.1pp | 292.57%-271.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $451 | $2,047-78.0% | $2,649-83.0% | $2,551-82.3% |
| Participant deferral / active EE | $5,184 | $2,914+77.9% | $4,123+25.7% | $4,139+25.2% |
| Admin fee / account holder | $1,135 | $4,643-75.6% | $5,150-78.0% | $7,234-84.3% |