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 | $33,852 | $228,332-85.2% | $185,823-81.8% | $158,922-78.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 19.21% | 40.80%-21.6pp | 35.95%-16.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,241 | $4,967-75.0% | $4,087-69.6% | $4,761-73.9% |
| Participant deferral / active EE | $5,836 | $6,415-9.0% | $5,632+3.6% | $5,982-2.5% |
| Admin fee / account holder | $406 | $11,864-96.6% | $9,500-95.7% | $11,246-96.4% |