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 | $86,187 | $89,355-3.5% | $141,162-38.9% | $72,985+18.1% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 28.49% | 111.85%-83.4pp | 71.39%-42.9pp | 81.00%-52.5pp |
| Employer contribution / active EE | $650 | $3,114-79.1% | $4,735-86.3% | $2,440-73.3% |
| Participant deferral / active EE | $4,553 | $5,418-16.0% | $6,709-32.1% | $3,607+26.2% |
| Admin fee / account holder | $1,309 | $5,958-78.0% | $10,261-87.2% | $5,124-74.5% |