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 | $41,244 | $232,540-82.3% | $185,117-77.7% | $147,584-72.1% |
| Participation rate | 91.3% | 82.4%+9.0pp | 77.3%+14.0pp | 82.8%+8.5pp |
| Annual return | 16.23% | 43.03%-26.8pp | 40.50%-24.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,355 | $5,195-35.4% | $4,182-19.8% | $4,876-31.2% |
| Participant deferral / active EE | $6,491 | $5,834+11.3% | $5,045+28.7% | $5,439+19.3% |
| Admin fee / account holder | $441 | $10,275-95.7% | $8,159-94.6% | $10,885-95.9% |