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 | $39,352 | $110,261-64.3% | $95,745-58.9% | $139,434-71.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 17.47% | 27.11%-9.6pp | 28.35%-10.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,187 | $3,257-32.9% | $2,835-22.8% | $4,751-54.0% |
| Participant deferral / active EE | $2,114 | $4,676-54.8% | $4,245-50.2% | $6,710-68.5% |
| Admin fee / account holder | $1,139 | $6,613-82.8% | $5,678-79.9% | $11,403-90.0% |