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 | $41,392 | $105,859-60.9% | $90,160-54.1% | $147,584-72.0% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 25.47% | 37.63%-12.2pp | 34.88%-9.4pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,453 | $4,126-64.8% | $3,318-56.2% | $4,876-70.2% |
| Participant deferral / active EE | $2,692 | $5,733-53.0% | $5,288-49.1% | $5,439-50.5% |
| Admin fee / account holder | $472 | $8,046-94.1% | $5,943-92.1% | $10,885-95.7% |