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 | $25,218 | $140,940-82.1% | $112,229-77.5% | $139,434-81.9% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 13.46% | 32.71%-19.2pp | 30.20%-16.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,246 | $4,283-47.6% | $3,430-34.5% | $4,751-52.7% |
| Participant deferral / active EE | $3,685 | $5,874-37.3% | $4,798-23.2% | $6,710-45.1% |
| Admin fee / account holder | $2,661 | $9,954-73.3% | $7,748-65.7% | $11,403-76.7% |