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 | $34,155 | $228,332-85.0% | $185,823-81.6% | $158,922-78.5% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 23.05% | 40.80%-17.8pp | 35.95%-12.9pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,082 | $4,967-38.0% | $4,087-24.6% | $4,761-35.3% |
| Participant deferral / active EE | $1,957 | $6,415-69.5% | $5,632-65.2% | $5,982-67.3% |
| Admin fee / account holder | $634 | $11,864-94.7% | $9,500-93.3% | $11,246-94.4% |