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 | $62,589 | $226,064-72.3% | $182,532-65.7% | $152,861-59.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 20.04% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,056 | $4,978-78.8% | $4,076-74.1% | $4,762-77.8% |
| Participant deferral / active EE | $4,430 | $6,368-30.4% | $5,524-19.8% | $5,850-24.3% |
| Admin fee / account holder | $944 | $10,703-91.2% | $8,592-89.0% | $11,596-91.9% |