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 | $30,303 | $214,378-85.9% | $200,582-84.9% | $142,382-78.7% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 13.62% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,665 | $6,841-75.7% | $6,419-74.1% | $4,299-61.3% |
| Participant deferral / active EE | $3,159 | $9,865-68.0% | $9,331-66.1% | $6,507-51.5% |
| Admin fee / account holder | $5,339 | $17,692-69.8% | $16,305-67.3% | $12,624-57.7% |