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 | $37,619 | $100,773-62.7% | $88,946-57.7% | $142,382-73.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 19.55% | 70.18%-50.6pp | 57.82%-38.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,711 | $2,918-7.1% | $2,555+6.1% | $4,299-36.9% |
| Participant deferral / active EE | $5,938 | $5,230+13.5% | $4,581+29.6% | $6,507-8.8% |
| Admin fee / account holder | $1,699 | $9,693-82.5% | $8,261-79.4% | $12,624-86.5% |