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 | $31,134 | $64,839-52.0% | $95,585-67.4% | $84,808-63.3% |
| Participation rate | 87.5% | 63.8%+23.7pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 16.09% | -670.96%+687.1pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,836 | $1,759+118.1% | $2,527+51.8% | $2,631+45.8% |
| Participant deferral / active EE | $2,081 | $2,965-29.8% | $4,023-48.3% | $4,212-50.6% |
| Admin fee / account holder | $2,420 | $5,964-59.4% | $6,127-60.5% | $7,344-67.0% |