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 | $31,382 | $101,069-69.0% | $81,478-61.5% | $147,584-78.7% |
| Participation rate | 78.6% | 74.5%+4.1pp | 68.0%+10.6pp | 82.8%-4.3pp |
| Annual return | 74.01% | 32.40%+41.6pp | 38.78%+35.2pp | 578.55%-504.5pp |
| Employer contribution / active EE | $3,231 | $3,205+0.8% | $2,568+25.8% | $4,876-33.7% |
| Participant deferral / active EE | $5,376 | $4,242+26.7% | $3,537+52.0% | $5,439-1.2% |
| Admin fee / account holder | $3,508 | $5,812-39.6% | $4,561-23.1% | $10,885-67.8% |