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 | $38,572 | $105,931-63.6% | $81,930-52.9% | $158,922-75.7% |
| Participation rate | 76.9% | 75.6%+1.3pp | 72.0%+4.9pp | 82.0%-5.0pp |
| Annual return | 11.84% | 38.17%-26.3pp | 29.49%-17.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,870 | $7,800-76.0% | $4,310-56.6% | $4,761-60.7% |
| Participant deferral / active EE | $1,960 | $13,003-84.9% | $7,107-72.4% | $5,982-67.2% |
| Admin fee / account holder | $1,106 | $8,489-87.0% | $5,158-78.6% | $11,246-90.2% |