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 | $33,212 | $105,181-68.4% | $159,436-79.2% | $85,850-61.3% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.4pp | 69.3%+5.1pp |
| Annual return | 15.89% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,960 | $3,318-10.8% | $4,829-38.7% | $2,565+15.4% |
| Participant deferral / active EE | $6,080 | $5,945+2.3% | $7,352-17.3% | $3,952+53.9% |
| Admin fee / account holder | $4,699 | $6,933-32.2% | $10,799-56.5% | $6,260-24.9% |