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 | $32,830 | $149,679-78.1% | $117,039-71.9% | $147,584-77.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 19.01% | 19.31%-0.3pp | 18.95%+0.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,430 | $4,937-71.0% | $3,785-62.2% | $4,876-70.7% |
| Participant deferral / active EE | $2,807 | $4,912-42.8% | $3,929-28.6% | $5,439-48.4% |
| Admin fee / account holder | $303 | $7,856-96.1% | $5,974-94.9% | $10,885-97.2% |