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 | $23,624 | $45,035-47.5% | $62,995-62.5% | $70,131-66.3% |
| Participation rate | 95.6% | 69.5%+26.1pp | 74.8%+20.8pp | 69.5%+26.0pp |
| Annual return | 11.59% | 18.76%-7.2pp | 87.57%-76.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $3,311 | $2,051+61.4% | $2,759+20.0% | $2,342+41.4% |
| Participant deferral / active EE | $3,760 | $2,465+52.6% | $3,329+12.9% | $3,332+12.9% |
| Admin fee / account holder | $462 | $2,834-83.7% | $3,600-87.2% | $4,645-90.1% |