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 | $113,050 | $152,587-25.9% | $125,175-9.7% | $152,861-26.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 11.71% | 54.84%-43.1pp | 43.79%-32.1pp | 345.32%-333.6pp |
| Employer contribution / active EE | $986 | $4,946-80.1% | $3,865-74.5% | $4,762-79.3% |
| Participant deferral / active EE | $2,250 | $5,868-61.7% | $4,937-54.4% | $5,850-61.5% |
| Admin fee / account holder | $882 | $13,434-93.4% | $9,702-90.9% | $11,596-92.4% |