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 | $33,411 | $98,750-66.2% | $149,696-77.7% | $79,858-58.2% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 14.20% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,416 | $3,216-56.0% | $4,644-69.5% | $2,471-42.7% |
| Participant deferral / active EE | $5,614 | $5,680-1.2% | $6,842-17.9% | $3,740+50.1% |
| Admin fee / account holder | $5,475 | $6,053-9.5% | $9,309-41.2% | $5,306+3.2% |