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 | $22,908 | $154,228-85.1% | $145,433-84.2% | $137,256-83.3% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 12.69% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $887 | $4,804-81.5% | $4,554-80.5% | $4,156-78.7% |
| Participant deferral / active EE | $3,191 | $8,216-61.2% | $7,897-59.6% | $6,407-50.2% |
| Admin fee / account holder | $2,827 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |