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 | $40,560 | $63,346-36.0% | $92,233-56.0% | $70,131-42.2% |
| Participation rate | 79.4% | 68.7%+10.7pp | 76.5%+2.9pp | 69.5%+9.9pp |
| Annual return | 15.85% | 530.12%-514.3pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,586 | $2,471-35.8% | $3,679-56.9% | $2,342-32.3% |
| Participant deferral / active EE | $2,687 | $2,854-5.8% | $3,897-31.0% | $3,332-19.3% |
| Admin fee / account holder | $825 | $3,840-78.5% | $5,194-84.1% | $4,645-82.2% |