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 | $30,787 | $106,515-71.1% | $96,683-68.2% | $139,434-77.9% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 13.96% | 38.43%-24.5pp | 35.69%-21.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,710 | $4,103+14.8% | $3,737+26.0% | $4,751-0.9% |
| Participant deferral / active EE | $2,841 | $5,454-47.9% | $4,878-41.8% | $6,710-57.7% |
| Admin fee / account holder | $8,133 | $7,877+3.2% | $6,730+20.9% | $11,403-28.7% |