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 | $51,576 | $165,912-68.9% | $122,332-57.8% | $147,584-65.1% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 13.47% | 34.55%-21.1pp | 30.27%-16.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,024 | $5,754-64.8% | $4,050-50.0% | $4,876-58.5% |
| Participant deferral / active EE | $4,300 | $4,005+7.3% | $3,287+30.8% | $5,439-20.9% |
| Admin fee / account holder | $4,399 | $7,424-40.7% | $5,478-19.7% | $10,885-59.6% |