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 | $38,312 | $98,240-61.0% | $82,313-53.5% | $147,584-74.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 16.70% | 30.85%-14.2pp | 25.88%-9.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,945 | $3,192-39.1% | $2,428-19.9% | $4,876-60.1% |
| Participant deferral / active EE | $4,530 | $4,383+3.3% | $3,706+22.2% | $5,439-16.7% |
| Admin fee / account holder | $981 | $8,563-88.5% | $5,608-82.5% | $10,885-91.0% |