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 | $32,093 | $140,940-77.2% | $112,229-71.4% | $139,434-77.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 15.37% | 32.71%-17.3pp | 30.20%-14.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $7,756 | $4,283+81.1% | $3,430+126.1% | $4,751+63.2% |
| Participant deferral / active EE | $2,545 | $5,874-56.7% | $4,798-46.9% | $6,710-62.1% |
| Admin fee / account holder | $10,292 | $9,954+3.4% | $7,748+32.8% | $11,403-9.7% |