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 5-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 | $25,195 | $64,839-61.1% | $95,585-73.6% | $84,808-70.3% |
| Participation rate | 84.6% | 63.8%+20.8pp | 72.1%+12.5pp | 68.3%+16.3pp |
| Annual return | 22.05% | -670.96%+693.0pp | 38.56%-16.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,054 | $1,759+16.8% | $2,527-18.7% | $2,631-21.9% |
| Participant deferral / active EE | $3,821 | $2,965+28.9% | $4,023-5.0% | $4,212-9.3% |
| Admin fee / account holder | $576 | $5,964-90.4% | $6,127-90.6% | $7,344-92.2% |