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 | $35,276 | $99,652-64.6% | $78,778-55.2% | $147,584-76.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 7.99% | 47.28%-39.3pp | 35.62%-27.6pp | 578.55%-570.6pp |
| Employer contribution / active EE | $424 | $2,796-84.8% | $1,986-78.6% | $4,876-91.3% |
| Participant deferral / active EE | $4,737 | $3,664+29.3% | $2,958+60.1% | $5,439-12.9% |
| Admin fee / account holder | $1,949 | $7,155-72.8% | $5,134-62.0% | $10,885-82.1% |