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 | $57,234 | $209,336-72.7% | $197,124-71.0% | $137,256-58.3% |
| Participation rate | 94.1% | 87.3%+6.8pp | 86.7%+7.4pp | 80.0%+14.2pp |
| Annual return | 13.51% | 48.09%-34.6pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,722 | $6,591-73.9% | $6,227-72.3% | $4,156-58.6% |
| Participant deferral / active EE | $3,767 | $9,614-60.8% | $9,135-58.8% | $6,407-41.2% |
| Admin fee / account holder | $3,444 | $17,308-80.1% | $16,298-78.9% | $12,270-71.9% |