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 | $31,536 | $202,432-84.4% | $169,368-81.4% | $139,434-77.4% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 14.34% | 531.74%-517.4pp | 405.60%-391.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,002 | $4,692-78.7% | $4,013-75.0% | $4,751-78.9% |
| Participant deferral / active EE | $2,823 | $6,938-59.3% | $6,221-54.6% | $6,710-57.9% |
| Admin fee / account holder | $1,595 | $10,708-85.1% | $9,003-82.3% | $11,403-86.0% |