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 | $30,334 | $89,355-66.1% | $141,162-78.5% | $72,985-58.4% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.8pp | 69.5%+19.8pp |
| Annual return | 25.96% | 111.85%-85.9pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,851 | $3,114-8.5% | $4,735-39.8% | $2,440+16.8% |
| Participant deferral / active EE | $5,351 | $5,418-1.2% | $6,709-20.2% | $3,607+48.3% |
| Admin fee / account holder | $5,987 | $5,958+0.5% | $10,261-41.6% | $5,124+16.8% |