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 | $47,626 | $104,251-54.3% | $91,001-47.7% | $147,584-67.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 15.17% | 27.06%-11.9pp | 4.60%+10.6pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,018 | $3,116-35.2% | $2,456-17.8% | $4,876-58.6% |
| Participant deferral / active EE | $4,932 | $4,195+17.6% | $3,547+39.0% | $5,439-9.3% |
| Admin fee / account holder | $1,715 | $8,948-80.8% | $5,417-68.3% | $10,885-84.2% |