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 | $25,086 | $228,332-89.0% | $185,823-86.5% | $158,922-84.2% |
| Participation rate | 86.4% | 82.3%+4.1pp | 78.0%+8.3pp | 82.0%+4.4pp |
| Annual return | 11.03% | 40.80%-29.8pp | 35.95%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,156 | $4,967-76.7% | $4,087-71.7% | $4,761-75.7% |
| Participant deferral / active EE | $2,506 | $6,415-60.9% | $5,632-55.5% | $5,982-58.1% |
| Admin fee / account holder | $2,335 | $11,864-80.3% | $9,500-75.4% | $11,246-79.2% |