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 | $27,935 | $197,825-85.9% | $155,790-82.1% | $125,391-77.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | 1.66% | 86.74%-85.1pp | 71.54%-69.9pp | 282.22%-280.6pp |
| Employer contribution / active EE | $828 | $4,847-82.9% | $3,836-78.4% | $4,866-83.0% |
| Participant deferral / active EE | $2,116 | $5,630-62.4% | $4,797-55.9% | $5,352-60.5% |
| Admin fee / account holder | $2,024 | $9,545-78.8% | $7,478-72.9% | $9,540-78.8% |