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 | $41,148 | $112,096-63.3% | $95,952-57.1% | $158,922-74.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.20% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,661 | $3,198-16.8% | $2,541+4.7% | $4,761-44.1% |
| Participant deferral / active EE | $5,740 | $4,784+20.0% | $4,167+37.8% | $5,982-4.0% |
| Admin fee / account holder | $1,401 | $10,130-86.2% | $6,795-79.4% | $11,246-87.5% |