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 | $34,921 | $90,503-61.4% | $78,689-55.6% | $273,961-87.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 87.51% | 75.60%+11.9pp | 62.18%+25.3pp | 41.45%+46.1pp |
| Employer contribution / active EE | $1,653 | $3,176-48.0% | $2,851-42.0% | $4,869-66.1% |
| Participant deferral / active EE | $10,235 | $3,901+162.4% | $3,517+191.0% | $5,287+93.6% |
| Admin fee / account holder | $548 | $5,263-89.6% | $4,510-87.9% | $10,132-94.6% |