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 | $40,245 | $172,111-76.6% | $150,298-73.2% | $137,256-70.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.62% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,318 | $4,636-71.6% | $4,154-68.3% | $4,156-68.3% |
| Participant deferral / active EE | $3,806 | $6,166-38.3% | $5,453-30.2% | $6,407-40.6% |
| Admin fee / account holder | $10,971 | $16,471-33.4% | $14,116-22.3% | $12,270-10.6% |