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 | $36,053 | $157,256-77.1% | $141,162-74.5% | $152,861-76.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 25.78% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,247 | $5,261-57.3% | $4,735-52.6% | $4,762-52.8% |
| Participant deferral / active EE | $3,780 | $7,109-46.8% | $6,709-43.7% | $5,850-35.4% |
| Admin fee / account holder | $2,852 | $12,120-76.5% | $10,261-72.2% | $11,596-75.4% |