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 | $37,607 | $226,064-83.4% | $182,532-79.4% | $152,861-75.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 22.98% | 192.51%-169.5pp | 148.54%-125.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,253 | $4,978-74.8% | $4,076-69.3% | $4,762-73.7% |
| Participant deferral / active EE | $2,884 | $6,368-54.7% | $5,524-47.8% | $5,850-50.7% |
| Admin fee / account holder | $918 | $10,703-91.4% | $8,592-89.3% | $11,596-92.1% |