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 | $50,950 | $198,466-74.3% | $170,442-70.1% | $147,584-65.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 11.85% | 257.29%-245.4pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $4,391 | $6,184-29.0% | $5,433-19.2% | $4,876-10.0% |
| Participant deferral / active EE | $4,285 | $5,629-23.9% | $4,939-13.2% | $5,439-21.2% |
| Admin fee / account holder | $551 | $16,852-96.7% | $13,880-96.0% | $10,885-94.9% |