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 | $36,641 | $228,332-84.0% | $185,823-80.3% | $158,922-76.9% |
| Participation rate | 82.6% | 82.3%+0.3pp | 78.0%+4.6pp | 82.0%+0.7pp |
| Annual return | 15.56% | 40.80%-25.2pp | 35.95%-20.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $587 | $4,967-88.2% | $4,087-85.6% | $4,761-87.7% |
| Participant deferral / active EE | $2,213 | $6,415-65.5% | $5,632-60.7% | $5,982-63.0% |
| Admin fee / account holder | $495 | $11,864-95.8% | $9,500-94.8% | $11,246-95.6% |