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 | $46,249 | $159,602-71.0% | $150,045-69.2% | $142,382-67.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.27% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,727 | $4,961-45.0% | $4,693-41.9% | $4,299-36.6% |
| Participant deferral / active EE | $4,269 | $8,310-48.6% | $7,997-46.6% | $6,507-34.4% |
| Admin fee / account holder | $379 | $14,846-97.4% | $13,435-97.2% | $12,624-97.0% |