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 | $32,792 | $89,355-63.3% | $141,162-76.8% | $72,985-55.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 27.41% | 111.85%-84.4pp | 71.39%-44.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $3,688 | $3,114+18.4% | $4,735-22.1% | $2,440+51.1% |
| Participant deferral / active EE | $5,187 | $5,418-4.3% | $6,709-22.7% | $3,607+43.8% |
| Admin fee / account holder | $2,773 | $5,958-53.5% | $10,261-73.0% | $5,124-45.9% |