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 | $41,690 | $133,958-68.9% | $112,228-62.9% | $134,475-69.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | 6.74% | 47.11%-40.4pp | 27.45%-20.7pp | 417.96%-411.2pp |
| Employer contribution / active EE | $1,312 | $4,038-67.5% | $3,635-63.9% | $4,740-72.3% |
| Participant deferral / active EE | $3,728 | $5,291-29.5% | $4,728-21.2% | $6,400-41.8% |
| Admin fee / account holder | $721 | $7,489-90.4% | $6,410-88.7% | $11,426-93.7% |