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 | $32,573 | $201,259-83.8% | $184,200-82.3% | $145,959-77.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 19.29% | 28.98%-9.7pp | 28.80%-9.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $3,087 | $7,018-56.0% | $6,424-51.9% | $4,661-33.8% |
| Participant deferral / active EE | $6,552 | $9,806-33.2% | $9,132-28.3% | $6,689-2.0% |
| Admin fee / account holder | $2,532 | $16,372-84.5% | $13,907-81.8% | $13,398-81.1% |