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 | $31,308 | $96,484-67.6% | $75,886-58.7% | $152,861-79.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 29.78% | 33.98%-4.2pp | 30.76%-1.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $854 | $3,309-74.2% | $2,500-65.8% | $4,762-82.1% |
| Participant deferral / active EE | $3,180 | $4,553-30.2% | $3,603-11.7% | $5,850-45.6% |
| Admin fee / account holder | $1,006 | $8,078-87.5% | $5,418-81.4% | $11,596-91.3% |