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 | $31,004 | $47,479-34.7% | $62,929-50.7% | $82,448-62.4% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 16.19% | 20.34%-4.2pp | 1063.93%-1047.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,183 | $1,885+15.8% | $2,505-12.8% | $2,551-14.4% |
| Participant deferral / active EE | $2,851 | $2,870-0.7% | $3,888-26.7% | $4,139-31.1% |
| Admin fee / account holder | $1,790 | $3,804-52.9% | $5,065-64.6% | $7,234-75.3% |