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 | $58,871 | $228,332-74.2% | $185,823-68.3% | $158,922-63.0% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 8.99% | 40.80%-31.8pp | 35.95%-27.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,208 | $4,967-55.5% | $4,087-46.0% | $4,761-53.6% |
| Participant deferral / active EE | $3,758 | $6,415-41.4% | $5,632-33.3% | $5,982-37.2% |
| Admin fee / account holder | $7,823 | $11,864-34.1% | $9,500-17.7% | $11,246-30.4% |