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 | $34,086 | $171,164-80.1% | $127,761-73.3% | $152,861-77.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.0%+11.9pp | 82.4%+8.5pp |
| Annual return | 20.13% | 23.54%-3.4pp | 26.14%-6.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,094 | $5,447-61.6% | $4,574-54.2% | $4,762-56.0% |
| Participant deferral / active EE | $4,586 | $7,038-34.8% | $6,021-23.8% | $5,850-21.6% |
| Admin fee / account holder | $1,140 | $14,530-92.2% | $9,395-87.9% | $11,596-90.2% |