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 | $40,174 | $124,281-67.7% | $109,143-63.2% | $167,490-76.0% |
| Participation rate | 95.2% | 79.4%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 11.78% | 26.04%-14.3pp | 25.75%-14.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,522 | $4,207-40.0% | $3,722-32.2% | $4,837-47.9% |
| Participant deferral / active EE | $3,844 | $5,255-26.9% | $4,653-17.4% | $6,341-39.4% |
| Admin fee / account holder | $3,032 | $7,970-62.0% | $6,752-55.1% | $12,309-75.4% |