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 | $40,135 | $104,251-61.5% | $91,001-55.9% | $147,584-72.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 15.72% | 27.06%-11.3pp | 4.60%+11.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $757 | $3,116-75.7% | $2,456-69.2% | $4,876-84.5% |
| Participant deferral / active EE | $4,562 | $4,195+8.7% | $3,547+28.6% | $5,439-16.1% |
| Admin fee / account holder | $873 | $8,948-90.2% | $5,417-83.9% | $10,885-92.0% |