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 | $33,265 | $57,541-42.2% | $95,745-65.3% | $75,163-55.7% |
| Participation rate | 80.0% | 62.5%+17.5pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 128.14% | 34.93%+93.2pp | 28.35%+99.8pp | 160.62%-32.5pp |
| Employer contribution / active EE | $1,367 | $1,808-24.4% | $2,835-51.8% | $2,670-48.8% |
| Participant deferral / active EE | $1,689 | $3,074-45.1% | $4,245-60.2% | $4,125-59.1% |
| Admin fee / account holder | $2,629 | $4,099-35.8% | $5,678-53.7% | $5,651-53.5% |