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 | $22,271 | $177,572-87.5% | $154,803-85.6% | $142,382-84.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.51% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,299 | $4,810-73.0% | $4,305-69.8% | $4,299-69.8% |
| Participant deferral / active EE | $3,158 | $6,272-49.7% | $5,540-43.0% | $6,507-51.5% |
| Admin fee / account holder | $3,702 | $16,786-77.9% | $14,329-74.2% | $12,624-70.7% |