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 | $36,761 | $91,190-59.7% | $178,490-79.4% | $79,858-54.0% |
| Participation rate | 90.5% | 69.2%+21.3pp | 81.9%+8.6pp | 69.6%+20.9pp |
| Annual return | 14.24% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,664 | $3,256+74.0% | $5,011+13.0% | $2,471+129.2% |
| Participant deferral / active EE | $3,506 | $3,236+8.3% | $5,202-32.6% | $3,740-6.3% |
| Admin fee / account holder | $2,172 | $6,751-67.8% | $13,984-84.5% | $5,306-59.1% |