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 | $42,481 | $104,251-59.3% | $91,001-53.3% | $147,584-71.2% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.6%+18.5pp | 82.8%+11.3pp |
| Annual return | 22.23% | 27.06%-4.8pp | 4.60%+17.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,233 | $3,116-28.3% | $2,456-9.1% | $4,876-54.2% |
| Participant deferral / active EE | $4,411 | $4,195+5.2% | $3,547+24.4% | $5,439-18.9% |
| Admin fee / account holder | $1,304 | $8,948-85.4% | $5,417-75.9% | $10,885-88.0% |