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 | $52,638 | $53,127-0.9% | $86,590-39.2% | $70,131-24.9% |
| Participation rate | 98.8% | 65.3%+33.4pp | 73.5%+25.2pp | 69.5%+29.2pp |
| Annual return | 14.43% | 27.66%-13.2pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,002 | $2,068+45.1% | $2,839+5.7% | $2,342+28.2% |
| Participant deferral / active EE | $1,690 | $2,696-37.3% | $3,609-53.2% | $3,332-49.3% |
| Admin fee / account holder | $585 | $3,585-83.7% | $4,906-88.1% | $4,645-87.4% |