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 | $51,354 | $177,572-71.1% | $154,803-66.8% | $142,382-63.9% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 18.11% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,502 | $4,810-68.8% | $4,305-65.1% | $4,299-65.1% |
| Participant deferral / active EE | $4,063 | $6,272-35.2% | $5,540-26.7% | $6,507-37.6% |
| Admin fee / account holder | $489 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |