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 | $44,538 | $154,228-71.1% | $145,433-69.4% | $137,256-67.6% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 12.81% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,121 | $4,804-35.0% | $4,554-31.5% | $4,156-24.9% |
| Participant deferral / active EE | $7,856 | $8,216-4.4% | $7,897-0.5% | $6,407+22.6% |
| Admin fee / account holder | $4,334 | $14,344-69.8% | $13,129-67.0% | $12,270-64.7% |