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 | $33,152 | $56,114-40.9% | $96,139-65.5% | $85,850-61.4% |
| Participation rate | 90.0% | 56.7%+33.3pp | 68.4%+21.6pp | 69.3%+20.7pp |
| Annual return | 14.20% | 42.30%-28.1pp | 191.94%-177.7pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,348 | $1,620+44.9% | $2,797-16.1% | $2,565-8.5% |
| Participant deferral / active EE | $3,972 | $2,859+38.9% | $4,349-8.7% | $3,952+0.5% |
| Admin fee / account holder | $1,892 | $3,768-49.8% | $5,537-65.8% | $6,260-69.8% |