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 | $33,342 | $124,319-73.2% | $111,297-70.0% | $167,490-80.1% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 17.23% | 37.44%-20.2pp | 54.65%-37.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,295 | $3,435+25.0% | $2,731+57.2% | $4,837-11.2% |
| Participant deferral / active EE | $6,360 | $5,180+22.8% | $4,487+41.7% | $6,341+0.3% |
| Admin fee / account holder | $3,637 | $10,618-65.7% | $7,964-54.3% | $12,309-70.4% |