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 6-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 | $34,617 | $214,378-83.9% | $200,582-82.7% | $142,382-75.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.93% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,192 | $6,841-68.0% | $6,419-65.9% | $4,299-49.0% |
| Participant deferral / active EE | $3,352 | $9,865-66.0% | $9,331-64.1% | $6,507-48.5% |
| Admin fee / account holder | $3,178 | $17,692-82.0% | $16,305-80.5% | $12,624-74.8% |