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 | $36,391 | $226,064-83.9% | $182,532-80.1% | $152,861-76.2% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.4%+10.4pp |
| Annual return | 21.91% | 192.51%-170.6pp | 148.54%-126.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,510 | $4,978-69.7% | $4,076-63.0% | $4,762-68.3% |
| Participant deferral / active EE | $4,148 | $6,368-34.9% | $5,524-24.9% | $5,850-29.1% |
| Admin fee / account holder | $1,617 | $10,703-84.9% | $8,592-81.2% | $11,596-86.1% |