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 | $32,214 | $228,332-85.9% | $185,823-82.7% | $158,922-79.7% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.0%+6.2pp | 82.0%+2.3pp |
| Annual return | 16.58% | 40.80%-24.2pp | 35.95%-19.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $779 | $4,967-84.3% | $4,087-80.9% | $4,761-83.6% |
| Participant deferral / active EE | $2,447 | $6,415-61.9% | $5,632-56.6% | $5,982-59.1% |
| Admin fee / account holder | $1,112 | $11,864-90.6% | $9,500-88.3% | $11,246-90.1% |