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 | $43,273 | $148,534-70.9% | $135,903-68.2% | $139,434-69.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 15.66% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,379 | $5,243-73.7% | $4,856-71.6% | $4,751-71.0% |
| Participant deferral / active EE | $6,104 | $8,100-24.6% | $7,758-21.3% | $6,710-9.0% |
| Admin fee / account holder | $2,278 | $12,400-81.6% | $10,762-78.8% | $11,403-80.0% |