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 | $43,357 | $227,553-80.9% | $189,557-77.1% | $167,490-74.1% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.4%+8.2pp | 82.1%+4.6pp |
| Annual return | 16.41% | 78.40%-62.0pp | 64.17%-47.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,557 | $5,316-51.9% | $4,412-42.0% | $4,837-47.1% |
| Participant deferral / active EE | $5,371 | $7,002-23.3% | $6,174-13.0% | $6,341-15.3% |
| Admin fee / account holder | $1,923 | $11,878-83.8% | $9,807-80.4% | $12,309-84.4% |