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 | $64,481 | $65,395-1.4% | $182,532-64.7% | $72,985-11.7% |
| Participation rate | 90.3% | 65.4%+24.9pp | 78.0%+12.3pp | 69.5%+20.8pp |
| Annual return | 25.52% | 27.68%-2.2pp | 148.54%-123.0pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,829 | $1,911-4.3% | $4,076-55.1% | $2,440-25.0% |
| Participant deferral / active EE | $4,723 | $3,563+32.6% | $5,524-14.5% | $3,607+30.9% |
| Admin fee / account holder | $18,855 | $4,245+344.2% | $8,592+119.5% | $5,124+268.0% |