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 | $32,953 | $117,841-72.0% | $102,423-67.8% | $145,922-77.4% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 11.17% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,778 | $3,615-50.8% | $3,023-41.2% | $4,660-61.8% |
| Participant deferral / active EE | $4,076 | $5,731-28.9% | $5,053-19.3% | $6,688-39.0% |
| Admin fee / account holder | $713 | $13,326-94.6% | $9,451-92.5% | $13,397-94.7% |