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 | $30,747 | $102,616-70.0% | $81,983-62.5% | $158,922-80.7% |
| Participation rate | 81.3% | 75.5%+5.7pp | 69.2%+12.0pp | 82.0%-0.7pp |
| Annual return | 27.05% | 61.04%-34.0pp | 41.31%-14.3pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,745 | $3,240-46.2% | $2,498-30.2% | $4,761-63.4% |
| Participant deferral / active EE | $3,846 | $4,648-17.3% | $3,722+3.3% | $5,982-35.7% |
| Admin fee / account holder | $3,760 | $8,235-54.3% | $5,664-33.6% | $11,246-66.6% |