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 | $47,258 | $169,161-72.1% | $129,295-63.4% | $145,959-67.6% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 15.05% | 14348.07%-14333.0pp | 9429.28%-9414.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $882 | $5,543-84.1% | $4,157-78.8% | $4,661-81.1% |
| Participant deferral / active EE | $3,706 | $4,989-25.7% | $4,169-11.1% | $6,689-44.6% |
| Admin fee / account holder | $867 | $9,878-91.2% | $7,665-88.7% | $13,398-93.5% |