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 | $69,722 | $154,117-54.8% | $129,995-46.4% | $139,434-50.0% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 13.64% | 32.48%-18.8pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,391 | $5,289-35.9% | $4,320-21.5% | $4,751-28.6% |
| Participant deferral / active EE | $6,382 | $6,710-4.9% | $5,820+9.7% | $6,710-4.9% |
| Admin fee / account holder | $7,878 | $14,007-43.8% | $10,614-25.8% | $11,403-30.9% |