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 | $55,340 | $226,064-75.5% | $182,532-69.7% | $152,861-63.8% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.0%+6.6pp | 82.4%+2.2pp |
| Annual return | 17.56% | 192.51%-174.9pp | 148.54%-131.0pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,174 | $4,978-56.3% | $4,076-46.7% | $4,762-54.3% |
| Participant deferral / active EE | $3,362 | $6,368-47.2% | $5,524-39.1% | $5,850-42.5% |
| Admin fee / account holder | $2,760 | $10,703-74.2% | $8,592-67.9% | $11,596-76.2% |