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 | $33,980 | $63,346-46.4% | $92,233-63.2% | $70,131-51.5% |
| Participation rate | 75.9% | 68.7%+7.2pp | 76.5%-0.6pp | 69.5%+6.3pp |
| Annual return | 28.57% | 530.12%-501.5pp | 176.28%-147.7pp | 73.14%-44.6pp |
| Employer contribution / active EE | $609 | $2,471-75.4% | $3,679-83.4% | $2,342-74.0% |
| Participant deferral / active EE | $2,775 | $2,854-2.8% | $3,897-28.8% | $3,332-16.7% |
| Admin fee / account holder | $2,599 | $3,840-32.3% | $5,194-50.0% | $4,645-44.1% |