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 | $35,680 | $95,416-62.6% | $185,823-80.8% | $85,850-58.4% |
| Participation rate | 83.0% | 68.8%+14.3pp | 81.7%+1.3pp | 69.3%+13.7pp |
| Annual return | 13.12% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,568 | $3,314+7.7% | $5,167-31.0% | $2,565+39.1% |
| Participant deferral / active EE | $3,924 | $3,423+14.6% | $5,568-29.5% | $3,952-0.7% |
| Admin fee / account holder | $2,457 | $7,213-65.9% | $16,237-84.9% | $6,260-60.8% |