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 | $31,538 | $110,261-71.4% | $95,745-67.1% | $139,434-77.4% |
| Participation rate | 88.2% | 75.8%+12.5pp | 72.3%+16.0pp | 80.3%+7.9pp |
| Annual return | 13.87% | 27.11%-13.2pp | 28.35%-14.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,554 | $3,257-21.6% | $2,835-9.9% | $4,751-46.2% |
| Participant deferral / active EE | $8,415 | $4,676+80.0% | $4,245+98.2% | $6,710+25.4% |
| Admin fee / account holder | $12,808 | $6,613+93.7% | $5,678+125.6% | $11,403+12.3% |