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 | $51,763 | $124,281-58.4% | $109,143-52.6% | $167,490-69.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 18.05% | 26.04%-8.0pp | 25.75%-7.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,239 | $4,207-70.6% | $3,722-66.7% | $4,837-74.4% |
| Participant deferral / active EE | $2,111 | $5,255-59.8% | $4,653-54.6% | $6,341-66.7% |
| Admin fee / account holder | $522 | $7,970-93.5% | $6,752-92.3% | $12,309-95.8% |