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 | $30,265 | $135,952-77.7% | $123,892-75.6% | $273,961-89.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.71% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,034 | $5,170-60.7% | $4,617-55.9% | $4,869-58.2% |
| Participant deferral / active EE | $2,265 | $6,343-64.3% | $5,984-62.2% | $5,287-57.2% |
| Admin fee / account holder | $957 | $9,817-90.2% | $8,357-88.5% | $10,132-90.6% |