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 | $39,478 | $152,587-74.1% | $125,175-68.5% | $152,861-74.2% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 19.31% | 54.84%-35.5pp | 43.79%-24.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,852 | $4,946-62.6% | $3,865-52.1% | $4,762-61.1% |
| Participant deferral / active EE | $3,177 | $5,868-45.9% | $4,937-35.6% | $5,850-45.7% |
| Admin fee / account holder | $1,125 | $13,434-91.6% | $9,702-88.4% | $11,596-90.3% |