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 | $59,127 | $159,602-63.0% | $150,045-60.6% | $142,382-58.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 15.79% | 70.24%-54.4pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,490 | $4,961-49.8% | $4,693-46.9% | $4,299-42.1% |
| Participant deferral / active EE | $5,839 | $8,310-29.7% | $7,997-27.0% | $6,507-10.3% |
| Admin fee / account holder | $1,370 | $14,846-90.8% | $13,435-89.8% | $12,624-89.1% |