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 | $57,895 | $232,540-75.1% | $185,117-68.7% | $147,584-60.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 20.16% | 43.03%-22.9pp | 40.50%-20.3pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,032 | $5,195-60.9% | $4,182-51.4% | $4,876-58.3% |
| Participant deferral / active EE | $10,275 | $5,834+76.1% | $5,045+103.7% | $5,439+88.9% |
| Admin fee / account holder | $658 | $10,275-93.6% | $8,159-91.9% | $10,885-94.0% |