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 | $49,341 | $198,466-75.1% | $170,442-71.1% | $147,584-66.6% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 15.41% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,473 | $6,184-76.2% | $5,433-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $2,622 | $5,629-53.4% | $4,939-46.9% | $5,439-51.8% |
| Admin fee / account holder | $2,986 | $16,852-82.3% | $13,880-78.5% | $10,885-72.6% |