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 | $36,112 | $228,332-84.2% | $185,823-80.6% | $158,922-77.3% |
| Participation rate | 94.7% | 82.3%+12.4pp | 78.0%+16.7pp | 82.0%+12.8pp |
| Annual return | 11.77% | 40.80%-29.0pp | 35.95%-24.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,436 | $4,967-71.1% | $4,087-64.9% | $4,761-69.8% |
| Participant deferral / active EE | $2,445 | $6,415-61.9% | $5,632-56.6% | $5,982-59.1% |
| Admin fee / account holder | $357 | $11,864-97.0% | $9,500-96.2% | $11,246-96.8% |