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 | $37,108 | $171,164-78.3% | $127,761-71.0% | $152,861-75.7% |
| Participation rate | 77.8% | 83.4%-5.7pp | 79.0%-1.2pp | 82.4%-4.7pp |
| Annual return | 19.80% | 23.54%-3.7pp | 26.14%-6.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,260 | $5,447-58.5% | $4,574-50.6% | $4,762-52.5% |
| Participant deferral / active EE | $3,263 | $7,038-53.6% | $6,021-45.8% | $5,850-44.2% |
| Admin fee / account holder | $5,510 | $14,530-62.1% | $9,395-41.4% | $11,596-52.5% |