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 | $34,894 | $165,584-78.9% | $142,942-75.6% | $137,256-74.6% |
| Participation rate | 95.5% | 80.1%+15.4pp | 76.8%+18.6pp | 80.0%+15.5pp |
| Annual return | 16.56% | 164.22%-147.7pp | 113.70%-97.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,645 | $4,725-65.2% | $4,139-60.3% | $4,156-60.4% |
| Participant deferral / active EE | $2,524 | $8,194-69.2% | $7,128-64.6% | $6,407-60.6% |
| Admin fee / account holder | $2,199 | $16,167-86.4% | $12,475-82.4% | $12,270-82.1% |