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 | $28,710 | $177,572-83.8% | $154,803-81.5% | $142,382-79.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.52% | 65.07%-50.5pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,520 | $4,810-68.4% | $4,305-64.7% | $4,299-64.6% |
| Participant deferral / active EE | $2,102 | $6,272-66.5% | $5,540-62.1% | $6,507-67.7% |
| Admin fee / account holder | $13,707 | $16,786-18.3% | $14,329-4.3% | $12,624+8.6% |