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 | $31,061 | $228,332-86.4% | $185,823-83.3% | $158,922-80.5% |
| Participation rate | 90.5% | 82.3%+8.2pp | 78.0%+12.4pp | 82.0%+8.5pp |
| Annual return | 16.45% | 40.80%-24.4pp | 35.95%-19.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,106 | $4,967-17.3% | $4,087+0.5% | $4,761-13.8% |
| Participant deferral / active EE | $3,329 | $6,415-48.1% | $5,632-40.9% | $5,982-44.4% |
| Admin fee / account holder | $3,407 | $11,864-71.3% | $9,500-64.1% | $11,246-69.7% |