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 | $33,035 | $81,632-59.5% | $70,449-53.1% | $158,922-79.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 13.82% | 208.40%-194.6pp | 109.03%-95.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,243 | $3,217-61.4% | $2,737-54.6% | $4,761-73.9% |
| Participant deferral / active EE | $2,451 | $4,554-46.2% | $3,709-33.9% | $5,982-59.0% |
| Admin fee / account holder | $1,401 | $6,193-77.4% | $3,845-63.6% | $11,246-87.5% |