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 | $34,441 | $209,336-83.5% | $197,124-82.5% | $137,256-74.9% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.7%+8.5pp | 80.0%+15.3pp |
| Annual return | 16.09% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,336 | $6,591-64.6% | $6,227-62.5% | $4,156-43.8% |
| Participant deferral / active EE | $5,623 | $9,614-41.5% | $9,135-38.4% | $6,407-12.2% |
| Admin fee / account holder | $709 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |