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 | $41,990 | $102,828-59.2% | $105,387-60.2% | $152,861-72.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.34% | 20.85%+1.5pp | 26.82%-4.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,604 | $4,473-41.8% | $4,213-38.2% | $4,762-45.3% |
| Participant deferral / active EE | $5,818 | $5,465+6.5% | $5,502+5.7% | $5,850-0.6% |
| Admin fee / account holder | $311 | $8,683-96.4% | $6,559-95.3% | $11,596-97.3% |