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 | $43,260 | $84,233-48.6% | $170,442-74.6% | $70,131-38.3% |
| Participation rate | 88.6% | 70.8%+17.7pp | 83.6%+5.0pp | 69.5%+19.0pp |
| Annual return | 15.36% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,067 | $3,387-39.0% | $5,433-61.9% | $2,342-11.7% |
| Participant deferral / active EE | $3,932 | $3,086+27.4% | $4,939-20.4% | $3,332+18.0% |
| Admin fee / account holder | $523 | $5,698-90.8% | $13,880-96.2% | $4,645-88.7% |