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 | $41,784 | $98,750-57.7% | $149,696-72.1% | $79,858-47.7% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,847 | $3,216-42.6% | $4,644-60.2% | $2,471-25.2% |
| Participant deferral / active EE | $2,508 | $5,680-55.8% | $6,842-63.3% | $3,740-32.9% |
| Admin fee / account holder | $1,287 | $6,053-78.7% | $9,309-86.2% | $5,306-75.8% |