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 | $54,592 | $169,032-67.7% | $129,207-57.7% | $145,922-62.6% |
| Participation rate | 78.3% | 76.4%+1.8pp | 69.6%+8.6pp | 80.3%-2.0pp |
| Annual return | 12.42% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $768 | $5,537-86.1% | $4,153-81.5% | $4,660-83.5% |
| Participant deferral / active EE | $3,040 | $4,987-39.1% | $4,168-27.1% | $6,688-54.5% |
| Admin fee / account holder | $4,012 | $9,954-59.7% | $7,715-48.0% | $13,397-70.1% |