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 | $38,637 | $110,261-65.0% | $95,745-59.6% | $139,434-72.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.89% | 27.11%-13.2pp | 28.35%-14.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,838 | $3,257-43.6% | $2,835-35.2% | $4,751-61.3% |
| Participant deferral / active EE | $2,886 | $4,676-38.3% | $4,245-32.0% | $6,710-57.0% |
| Admin fee / account holder | $6,162 | $6,613-6.8% | $5,678+8.5% | $11,403-46.0% |