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 | $27,033 | $127,065-78.7% | $113,168-76.1% | $142,382-81.0% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 45.12% | 24.03%+21.1pp | 24.27%+20.9pp | 217.08%-172.0pp |
| Employer contribution / active EE | $1,874 | $3,442-45.6% | $2,975-37.0% | $4,299-56.4% |
| Participant deferral / active EE | $1,874 | $5,716-67.2% | $5,107-63.3% | $6,507-71.2% |
| Admin fee / account holder | $1,627 | $15,736-89.7% | $12,068-86.5% | $12,624-87.1% |