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 | $36,405 | $105,859-65.6% | $90,160-59.6% | $147,584-75.3% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 15.30% | 37.63%-22.3pp | 34.88%-19.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,278 | $4,126-69.0% | $3,318-61.5% | $4,876-73.8% |
| Participant deferral / active EE | $1,694 | $5,733-70.5% | $5,288-68.0% | $5,439-68.9% |
| Admin fee / account holder | $1,563 | $8,046-80.6% | $5,943-73.7% | $10,885-85.6% |