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 | $90,197 | $178,174-49.4% | $156,181-42.2% | $137,256-34.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 10.47% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,305 | $4,972-73.7% | $4,294-69.6% | $4,156-68.6% |
| Participant deferral / active EE | $3,315 | $6,888-51.9% | $6,132-45.9% | $6,407-48.3% |
| Admin fee / account holder | $3,221 | $17,404-81.5% | $14,586-77.9% | $12,270-73.8% |