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 3-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 | $35,403 | $71,050-50.2% | $93,606-62.2% | $80,856-56.2% |
| Participation rate | 90.7% | 60.4%+30.3pp | 68.7%+22.0pp | 67.6%+23.1pp |
| Annual return | 15.11% | 11.26%+3.9pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,474 | $1,564+58.2% | $2,420+2.3% | $2,755-10.2% |
| Participant deferral / active EE | $6,453 | $4,034+60.0% | $4,411+46.3% | $4,296+50.2% |
| Admin fee / account holder | $672 | $6,945-90.3% | $8,285-91.9% | $6,918-90.3% |