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 | $25,743 | $102,616-74.9% | $81,983-68.6% | $158,922-83.8% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 20.30% | 61.04%-40.7pp | 41.31%-21.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,654 | $3,240-18.1% | $2,498+6.3% | $4,761-44.2% |
| Participant deferral / active EE | $4,173 | $4,648-10.2% | $3,722+12.1% | $5,982-30.2% |
| Admin fee / account holder | $1,202 | $8,235-85.4% | $5,664-78.8% | $11,246-89.3% |