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 | $31,130 | $176,812-82.4% | $146,665-78.8% | $167,490-81.4% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 23.87% | 24.03%-0.2pp | 22.74%+1.1pp | 478.56%-454.7pp |
| Employer contribution / active EE | $1,512 | $5,160-70.7% | $4,136-63.5% | $4,837-68.8% |
| Participant deferral / active EE | $5,630 | $6,440-12.6% | $5,506+2.3% | $6,341-11.2% |
| Admin fee / account holder | $1,376 | $13,259-89.6% | $10,280-86.6% | $12,309-88.8% |