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 | $34,353 | $95,416-64.0% | $185,823-81.5% | $85,850-60.0% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 25.67% | 23.59%+2.1pp | 122.05%-96.4pp | 318.53%-292.9pp |
| Employer contribution / active EE | $2,134 | $3,314-35.6% | $5,167-58.7% | $2,565-16.8% |
| Participant deferral / active EE | $1,426 | $3,423-58.3% | $5,568-74.4% | $3,952-63.9% |
| Admin fee / account holder | $1,070 | $7,213-85.2% | $16,237-93.4% | $6,260-82.9% |