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 | $33,138 | $112,096-70.4% | $95,952-65.5% | $158,922-79.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 31.94% | 171.09%-139.2pp | 91.61%-59.7pp | 302.83%-270.9pp |
| Employer contribution / active EE | $1,381 | $3,198-56.8% | $2,541-45.6% | $4,761-71.0% |
| Participant deferral / active EE | $5,210 | $4,784+8.9% | $4,167+25.0% | $5,982-12.9% |
| Admin fee / account holder | $1,361 | $10,130-86.6% | $6,795-80.0% | $11,246-87.9% |