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 | $35,641 | $198,466-82.0% | $170,442-79.1% | $147,584-75.9% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 17.83% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,606 | $6,184-74.0% | $5,433-70.4% | $4,876-67.1% |
| Participant deferral / active EE | $2,478 | $5,629-56.0% | $4,939-49.8% | $5,439-54.4% |
| Admin fee / account holder | $2,725 | $16,852-83.8% | $13,880-80.4% | $10,885-75.0% |