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 | $29,935 | $152,587-80.4% | $125,175-76.1% | $152,861-80.4% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 30.04% | 54.84%-24.8pp | 43.79%-13.7pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,884 | $4,946-41.7% | $3,865-25.4% | $4,762-39.4% |
| Participant deferral / active EE | $6,311 | $5,868+7.6% | $4,937+27.8% | $5,850+7.9% |
| Admin fee / account holder | $3,622 | $13,434-73.0% | $9,702-62.7% | $11,596-68.8% |