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 | $82,740 | $228,332-63.8% | $185,823-55.5% | $158,922-47.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 19.20% | 40.80%-21.6pp | 35.95%-16.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,075 | $4,967-78.4% | $4,087-73.7% | $4,761-77.4% |
| Participant deferral / active EE | $5,501 | $6,415-14.2% | $5,632-2.3% | $5,982-8.0% |
| Admin fee / account holder | $634 | $11,864-94.7% | $9,500-93.3% | $11,246-94.4% |