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 | $41,029 | $217,402-81.1% | $185,823-77.9% | $167,490-75.5% |
| Participation rate | 84.2% | 86.0%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 14.84% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,496 | $5,873-74.5% | $5,167-71.1% | $4,837-69.1% |
| Participant deferral / active EE | $3,387 | $6,356-46.7% | $5,568-39.2% | $6,341-46.6% |
| Admin fee / account holder | $1,771 | $19,811-91.1% | $16,237-89.1% | $12,309-85.6% |