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 | $42,930 | $209,411-79.5% | $178,490-75.9% | $158,922-73.0% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 17.43% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,703 | $5,706-70.2% | $5,011-66.0% | $4,761-64.2% |
| Participant deferral / active EE | $4,105 | $5,954-31.1% | $5,202-21.1% | $5,982-31.4% |
| Admin fee / account holder | $956 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |