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 | $32,426 | $162,781-80.1% | $133,956-75.8% | $158,922-79.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 19.09% | 41.94%-22.8pp | 45.09%-26.0pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,800 | $4,975-43.7% | $3,919-28.5% | $4,761-41.2% |
| Participant deferral / active EE | $4,519 | $5,911-23.5% | $5,048-10.5% | $5,982-24.5% |
| Admin fee / account holder | $380 | $11,736-96.8% | $8,927-95.7% | $11,246-96.6% |