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 | $104,808 | $179,726-41.7% | $156,263-32.9% | $142,382-26.4% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 16.01% | 77.86%-61.8pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,344 | $5,069-53.8% | $4,333-45.9% | $4,299-45.5% |
| Participant deferral / active EE | $2,940 | $6,956-57.7% | $6,158-52.3% | $6,507-54.8% |
| Admin fee / account holder | $1,766 | $17,272-89.8% | $14,255-87.6% | $12,624-86.0% |