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 | $31,503 | $109,327-71.2% | $89,391-64.8% | $158,922-80.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 14.75% | 345.68%-330.9pp | 245.62%-230.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,599 | $3,170+13.5% | $2,586+39.2% | $4,761-24.4% |
| Participant deferral / active EE | $3,437 | $4,598-25.2% | $3,890-11.6% | $5,982-42.5% |
| Admin fee / account holder | $1,443 | $6,153-76.5% | $4,881-70.4% | $11,246-87.2% |