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 | $42,031 | $99,985-58.0% | $146,665-71.3% | $85,850-51.0% |
| Participation rate | 94.7% | 73.1%+21.7pp | 80.1%+14.7pp | 69.3%+25.4pp |
| Annual return | 15.51% | 18.93%-3.4pp | 22.74%-7.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,864 | $2,559-27.1% | $4,136-54.9% | $2,565-27.3% |
| Participant deferral / active EE | $2,632 | $4,006-34.3% | $5,506-52.2% | $3,952-33.4% |
| Admin fee / account holder | $1,627 | $7,702-78.9% | $10,280-84.2% | $6,260-74.0% |