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 | $40,500 | $105,859-61.7% | $90,160-55.1% | $147,584-72.6% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 20.65% | 37.63%-17.0pp | 34.88%-14.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,387 | $4,126-66.4% | $3,318-58.2% | $4,876-71.6% |
| Participant deferral / active EE | $2,053 | $5,733-64.2% | $5,288-61.2% | $5,439-62.3% |
| Admin fee / account holder | $903 | $8,046-88.8% | $5,943-84.8% | $10,885-91.7% |