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 | $34,551 | $109,881-68.6% | $150,045-77.0% | $84,808-59.3% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,245 | $3,561-37.0% | $4,693-52.2% | $2,631-14.7% |
| Participant deferral / active EE | $5,082 | $6,636-23.4% | $7,997-36.5% | $4,212+20.7% |
| Admin fee / account holder | $3,075 | $8,568-64.1% | $13,435-77.1% | $7,344-58.1% |