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 | $87,363 | $169,161-48.4% | $129,295-32.4% | $145,959-40.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.06% | 14348.07%-14338.0pp | 9429.28%-9419.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $483 | $5,543-91.3% | $4,157-88.4% | $4,661-89.6% |
| Participant deferral / active EE | $4,472 | $4,989-10.4% | $4,169+7.3% | $6,689-33.1% |
| Admin fee / account holder | $433 | $9,878-95.6% | $7,665-94.3% | $13,398-96.8% |