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 | $37,568 | $176,812-78.8% | $146,665-74.4% | $167,490-77.6% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 11.33% | 24.03%-12.7pp | 22.74%-11.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,587 | $5,160-69.2% | $4,136-61.6% | $4,837-67.2% |
| Participant deferral / active EE | $4,806 | $6,440-25.4% | $5,506-12.7% | $6,341-24.2% |
| Admin fee / account holder | $10,014 | $13,259-24.5% | $10,280-2.6% | $12,309-18.6% |