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 | $33,523 | $84,233-60.2% | $170,442-80.3% | $70,131-52.2% |
| Participation rate | 75.4% | 70.8%+4.6pp | 83.6%-8.2pp | 69.5%+5.9pp |
| Annual return | 27.79% | 23.06%+4.7pp | 205.93%-178.1pp | 73.14%-45.3pp |
| Employer contribution / active EE | $1,819 | $3,387-46.3% | $5,433-66.5% | $2,342-22.3% |
| Participant deferral / active EE | $4,485 | $3,086+45.3% | $4,939-9.2% | $3,332+34.6% |
| Admin fee / account holder | $1,251 | $5,698-78.0% | $13,880-91.0% | $4,645-73.1% |