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 | $114,896 | $202,432-43.2% | $169,368-32.2% | $139,434-17.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 25.47% | 531.74%-506.3pp | 405.60%-380.1pp | 372.94%-347.5pp |
| Employer contribution / active EE | $609 | $4,692-87.0% | $4,013-84.8% | $4,751-87.2% |
| Participant deferral / active EE | $1,646 | $6,938-76.3% | $6,221-73.6% | $6,710-75.5% |
| Admin fee / account holder | $616 | $10,708-94.2% | $9,003-93.2% | $11,403-94.6% |