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 | $26,453 | $149,734-82.3% | $118,925-77.8% | $158,922-83.4% |
| Participation rate | 76.9% | 82.1%-5.2pp | 75.4%+1.5pp | 82.0%-5.0pp |
| Annual return | 13.48% | 19.95%-6.5pp | 35.88%-22.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,737 | $4,115-57.8% | $3,263-46.8% | $4,761-63.5% |
| Participant deferral / active EE | $3,523 | $5,223-32.6% | $4,265-17.4% | $5,982-41.1% |
| Admin fee / account holder | $2,639 | $8,603-69.3% | $6,581-59.9% | $11,246-76.5% |