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 | $38,135 | $162,781-76.6% | $133,956-71.5% | $158,922-76.0% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 16.78% | 41.94%-25.2pp | 45.09%-28.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,445 | $4,975-50.9% | $3,919-37.6% | $4,761-48.7% |
| Participant deferral / active EE | $4,012 | $5,911-32.1% | $5,048-20.5% | $5,982-32.9% |
| Admin fee / account holder | $1,210 | $11,736-89.7% | $8,927-86.4% | $11,246-89.2% |