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 | $40,481 | $101,069-59.9% | $81,478-50.3% | $147,584-72.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 21.78% | 32.40%-10.6pp | 38.78%-17.0pp | 578.55%-556.8pp |
| Employer contribution / active EE | $4,413 | $3,205+37.7% | $2,568+71.9% | $4,876-9.5% |
| Participant deferral / active EE | $7,722 | $4,242+82.0% | $3,537+118.3% | $5,439+42.0% |
| Admin fee / account holder | $3,377 | $5,812-41.9% | $4,561-26.0% | $10,885-69.0% |