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 | $29,257 | $227,553-87.1% | $189,557-84.6% | $167,490-82.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 17.80% | 78.40%-60.6pp | 64.17%-46.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,539 | $5,316-71.0% | $4,412-65.1% | $4,837-68.2% |
| Participant deferral / active EE | $3,243 | $7,002-53.7% | $6,174-47.5% | $6,341-48.9% |
| Admin fee / account holder | $3,889 | $11,878-67.3% | $9,807-60.3% | $12,309-68.4% |