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 | $22,745 | $226,064-89.9% | $182,532-87.5% | $152,861-85.1% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 22.55% | 192.51%-170.0pp | 148.54%-126.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,701 | $4,978-65.8% | $4,076-58.3% | $4,762-64.3% |
| Participant deferral / active EE | $3,495 | $6,368-45.1% | $5,524-36.7% | $5,850-40.3% |
| Admin fee / account holder | $2,574 | $10,703-76.0% | $8,592-70.0% | $11,596-77.8% |