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 | $27,410 | $48,046-43.0% | $84,611-67.6% | $72,985-62.4% |
| Participation rate | 76.5% | 57.6%+18.9pp | 68.2%+8.2pp | 69.5%+7.0pp |
| Annual return | 30.39% | 37.38%-7.0pp | 258.74%-228.4pp | 81.00%-50.6pp |
| Employer contribution / active EE | $2,843 | $1,602+77.5% | $2,652+7.2% | $2,440+16.5% |
| Participant deferral / active EE | $3,959 | $2,680+47.7% | $3,899+1.6% | $3,607+9.8% |
| Admin fee / account holder | $710 | $3,395-79.1% | $4,912-85.5% | $5,124-86.1% |