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 | $37,075 | $98,750-62.5% | $149,696-75.2% | $79,858-53.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 23.87% | 27.43%-3.6pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,528 | $3,216-21.4% | $4,644-45.6% | $2,471+2.3% |
| Participant deferral / active EE | $5,130 | $5,680-9.7% | $6,842-25.0% | $3,740+37.2% |
| Admin fee / account holder | $3,458 | $6,053-42.9% | $9,309-62.9% | $5,306-34.8% |