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 | $25,570 | $107,334-76.2% | $92,893-72.5% | $152,861-83.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 22.90% | 145.58%-122.7pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,656 | $4,221-60.8% | $3,653-54.7% | $4,762-65.2% |
| Participant deferral / active EE | $5,685 | $4,845+17.3% | $4,236+34.2% | $5,850-2.8% |
| Admin fee / account holder | $1,150 | $7,079-83.8% | $5,794-80.1% | $11,596-90.1% |