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 | $31,885 | $115,770-72.5% | $101,248-68.5% | $158,922-79.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.71% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,237 | $4,175-22.5% | $3,660-11.6% | $4,761-32.0% |
| Participant deferral / active EE | $3,980 | $4,957-19.7% | $4,370-8.9% | $5,982-33.5% |
| Admin fee / account holder | $1,235 | $7,245-83.0% | $5,945-79.2% | $11,246-89.0% |