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 | $55,402 | $226,064-75.5% | $182,532-69.6% | $152,861-63.8% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.4%-1.2pp |
| Annual return | 33.63% | 192.51%-158.9pp | 148.54%-114.9pp | 345.32%-311.7pp |
| Employer contribution / active EE | $1,728 | $4,978-65.3% | $4,076-57.6% | $4,762-63.7% |
| Participant deferral / active EE | $3,078 | $6,368-51.7% | $5,524-44.3% | $5,850-47.4% |
| Admin fee / account holder | $2,750 | $10,703-74.3% | $8,592-68.0% | $11,596-76.3% |