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 | $21,740 | $154,117-85.9% | $129,995-83.3% | $139,434-84.4% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.2pp |
| Annual return | 11.95% | 32.48%-20.5pp | -137.18%+149.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,531 | $5,289-52.1% | $4,320-41.4% | $4,751-46.7% |
| Participant deferral / active EE | $3,306 | $6,710-50.7% | $5,820-43.2% | $6,710-50.7% |
| Admin fee / account holder | $2,176 | $14,007-84.5% | $10,614-79.5% | $11,403-80.9% |