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 | $37,808 | $127,264-70.3% | $109,895-65.6% | $167,490-77.4% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 12.36% | 22.97%-10.6pp | 29.45%-17.1pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,893 | $3,322-43.0% | $2,842-33.4% | $4,837-60.9% |
| Participant deferral / active EE | $3,387 | $4,514-25.0% | $4,048-16.3% | $6,341-46.6% |
| Admin fee / account holder | $4,128 | $7,114-42.0% | $6,066-31.9% | $12,309-66.5% |