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 | $67,444 | $127,386-47.1% | $115,037-41.4% | $125,391-46.2% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | 0.58% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,454 | $5,166-71.9% | $4,608-68.4% | $4,866-70.1% |
| Participant deferral / active EE | $8,024 | $6,423+24.9% | $6,026+33.1% | $5,352+49.9% |
| Admin fee / account holder | $1,127 | $9,516-88.2% | $8,175-86.2% | $9,540-88.2% |