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 | $58,034 | $93,346-37.8% | $71,796-19.2% | $273,961-78.8% |
| Participation rate | 81.0% | 76.5%+4.4pp | 69.1%+11.8pp | 83.0%-2.1pp |
| Annual return | 9.88% | 130.39%-120.5pp | 78.04%-68.2pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,656 | $2,733-2.8% | $1,924+38.0% | $4,869-45.5% |
| Participant deferral / active EE | $5,103 | $3,475+46.8% | $2,794+82.6% | $5,287-3.5% |
| Admin fee / account holder | $971 | $6,571-85.2% | $4,815-79.8% | $10,132-90.4% |