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 | $28,832 | $114,381-74.8% | $107,525-73.2% | $142,382-79.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 14.26% | 242.71%-228.4pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,546 | $4,015-61.5% | $3,754-58.8% | $4,299-64.0% |
| Participant deferral / active EE | $2,386 | $5,564-57.1% | $5,116-53.4% | $6,507-63.3% |
| Admin fee / account holder | $715 | $9,860-92.8% | $8,919-92.0% | $12,624-94.3% |