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 | $39,870 | $105,859-62.3% | $90,160-55.8% | $147,584-73.0% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 15.31% | 37.63%-22.3pp | 34.88%-19.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,446 | $4,126-40.7% | $3,318-26.3% | $4,876-49.8% |
| Participant deferral / active EE | $8,236 | $5,733+43.7% | $5,288+55.8% | $5,439+51.4% |
| Admin fee / account holder | $3,775 | $8,046-53.1% | $5,943-36.5% | $10,885-65.3% |