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 | $27,856 | $99,652-72.0% | $78,778-64.6% | $147,584-81.1% |
| Participation rate | 81.0% | 76.2%+4.7pp | 69.2%+11.8pp | 82.8%-1.9pp |
| Annual return | 22.46% | 47.28%-24.8pp | 35.62%-13.2pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,045 | $2,796-62.6% | $1,986-47.4% | $4,876-78.6% |
| Participant deferral / active EE | $2,502 | $3,664-31.7% | $2,958-15.4% | $5,439-54.0% |
| Admin fee / account holder | $6,258 | $7,155-12.5% | $5,134+21.9% | $10,885-42.5% |