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 | $27,293 | $148,534-81.6% | $135,903-79.9% | $139,434-80.4% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 31.11% | 79.19%-48.1pp | 68.23%-37.1pp | 372.94%-341.8pp |
| Employer contribution / active EE | $1,651 | $5,243-68.5% | $4,856-66.0% | $4,751-65.2% |
| Participant deferral / active EE | $3,403 | $8,100-58.0% | $7,758-56.1% | $6,710-49.3% |
| Admin fee / account holder | $1,781 | $12,400-85.6% | $10,762-83.5% | $11,403-84.4% |