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 | $34,859 | $77,899-55.3% | $149,673-76.7% | $75,163-53.6% |
| Participation rate | 88.4% | 65.6%+22.8pp | 78.8%+9.6pp | 67.2%+21.2pp |
| Annual return | 17.91% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,620 | $3,137-16.5% | $4,818-45.6% | $2,670-1.9% |
| Participant deferral / active EE | $5,352 | $3,411+56.9% | $5,680-5.8% | $4,125+29.7% |
| Admin fee / account holder | $2,691 | $5,956-54.8% | $13,210-79.6% | $5,651-52.4% |