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 | $54,270 | $209,411-74.1% | $178,490-69.6% | $158,922-65.9% |
| Participation rate | 86.4% | 86.3%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 15.18% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $5,314 | $5,706-6.9% | $5,011+6.1% | $4,761+11.6% |
| Participant deferral / active EE | $3,827 | $5,954-35.7% | $5,202-26.4% | $5,982-36.0% |
| Admin fee / account holder | $828 | $17,074-95.1% | $13,984-94.1% | $11,246-92.6% |