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 | $63,580 | $91,190-30.3% | $178,490-64.4% | $79,858-20.4% |
| Participation rate | 97.2% | 69.2%+28.0pp | 81.9%+15.3pp | 69.6%+27.6pp |
| Annual return | 25.41% | 24.19%+1.2pp | 151.07%-125.7pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,167 | $3,256-64.2% | $5,011-76.7% | $2,471-52.8% |
| Participant deferral / active EE | $4,709 | $3,236+45.5% | $5,202-9.5% | $3,740+25.9% |
| Admin fee / account holder | $339 | $6,751-95.0% | $13,984-97.6% | $5,306-93.6% |