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 | $33,958 | $169,032-79.9% | $129,207-73.7% | $145,922-76.7% |
| Participation rate | 82.4% | 76.4%+5.9pp | 69.6%+12.7pp | 80.3%+2.1pp |
| Annual return | 14.11% | 14330.11%-14316.0pp | 9417.33%-9403.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,461 | $5,537-73.6% | $4,153-64.8% | $4,660-68.6% |
| Participant deferral / active EE | $5,539 | $4,987+11.1% | $4,168+32.9% | $6,688-17.2% |
| Admin fee / account holder | $1,518 | $9,954-84.7% | $7,715-80.3% | $13,397-88.7% |