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 | $33,005 | $110,257-70.1% | $96,544-65.8% | $139,434-76.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 12.55% | 26.32%-13.8pp | 25.84%-13.3pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,774 | $3,620-51.0% | $2,965-40.2% | $4,751-62.7% |
| Participant deferral / active EE | $6,451 | $5,548+16.3% | $4,851+33.0% | $6,710-3.9% |
| Admin fee / account holder | $3,489 | $11,591-69.9% | $8,252-57.7% | $11,403-69.4% |