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 | $43,008 | $110,257-61.0% | $96,544-55.5% | $139,434-69.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 23.20% | 26.32%-3.1pp | 25.84%-2.6pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,000 | $3,620-72.4% | $2,965-66.3% | $4,751-78.9% |
| Participant deferral / active EE | $4,979 | $5,548-10.3% | $4,851+2.6% | $6,710-25.8% |
| Admin fee / account holder | $1,013 | $11,591-91.3% | $8,252-87.7% | $11,403-91.1% |