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 | $39,980 | $135,952-70.6% | $123,892-67.7% | $273,961-85.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 13.27% | 56.63%-43.4pp | 47.52%-34.2pp | 41.45%-28.2pp |
| Employer contribution / active EE | $956 | $5,170-81.5% | $4,617-79.3% | $4,869-80.4% |
| Participant deferral / active EE | $6,044 | $6,343-4.7% | $5,984+1.0% | $5,287+14.3% |
| Admin fee / account holder | $687 | $9,817-93.0% | $8,357-91.8% | $10,132-93.2% |