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 | $61,992 | $157,256-60.6% | $141,162-56.1% | $152,861-59.4% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 21.51% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,500 | $5,261-33.5% | $4,735-26.1% | $4,762-26.5% |
| Participant deferral / active EE | $3,125 | $7,109-56.0% | $6,709-53.4% | $5,850-46.6% |
| Admin fee / account holder | $669 | $12,120-94.5% | $10,261-93.5% | $11,596-94.2% |