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 | $68,656 | $226,064-69.6% | $182,532-62.4% | $152,861-55.1% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.0%-0.7pp | 82.4%-5.2pp |
| Annual return | 17.94% | 192.51%-174.6pp | 148.54%-130.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,927 | $4,978-61.3% | $4,076-52.7% | $4,762-59.5% |
| Participant deferral / active EE | $2,920 | $6,368-54.1% | $5,524-47.1% | $5,850-50.1% |
| Admin fee / account holder | $605 | $10,703-94.4% | $8,592-93.0% | $11,596-94.8% |