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 | $32,398 | $81,248-60.1% | $155,509-79.2% | $80,856-59.9% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 40.70% | 33.31%+7.4pp | 64.67%-24.0pp | 35.59%+5.1pp |
| Employer contribution / active EE | $2,356 | $3,100-24.0% | $4,672-49.6% | $2,755-14.5% |
| Participant deferral / active EE | $4,084 | $3,452+18.3% | $5,626-27.4% | $4,296-4.9% |
| Admin fee / account holder | $2,498 | $7,997-68.8% | $15,912-84.3% | $6,918-63.9% |