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 | $34,707 | $149,679-76.8% | $117,039-70.3% | $147,584-76.5% |
| Participation rate | 91.3% | 83.5%+7.8pp | 77.2%+14.1pp | 82.8%+8.5pp |
| Annual return | 9.02% | 19.31%-10.3pp | 18.95%-9.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,191 | $4,937-55.6% | $3,785-42.1% | $4,876-55.1% |
| Participant deferral / active EE | $1,945 | $4,912-60.4% | $3,929-50.5% | $5,439-64.2% |
| Admin fee / account holder | $1,144 | $7,856-85.4% | $5,974-80.9% | $10,885-89.5% |