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 | $33,284 | $228,332-85.4% | $185,823-82.1% | $158,922-79.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.82% | 40.80%-26.0pp | 35.95%-21.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,628 | $4,967-47.1% | $4,087-35.7% | $4,761-44.8% |
| Participant deferral / active EE | $5,960 | $6,415-7.1% | $5,632+5.8% | $5,982-0.4% |
| Admin fee / account holder | $3,458 | $11,864-70.9% | $9,500-63.6% | $11,246-69.3% |