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 | $29,745 | $152,587-80.5% | $125,175-76.2% | $152,861-80.5% |
| Participation rate | 87.0% | 83.3%+3.6pp | 79.8%+7.2pp | 82.4%+4.5pp |
| Annual return | 20.03% | 54.84%-34.8pp | 43.79%-23.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,011 | $4,946-39.1% | $3,865-22.1% | $4,762-36.8% |
| Participant deferral / active EE | $5,399 | $5,868-8.0% | $4,937+9.4% | $5,850-7.7% |
| Admin fee / account holder | $2,725 | $13,434-79.7% | $9,702-71.9% | $11,596-76.5% |