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 | $73,325 | $96,965-24.4% | $97,995-25.2% | $147,584-50.3% |
| Participation rate | 70.0% | 83.6%-13.6pp | 82.4%-12.4pp | 82.8%-12.8pp |
| Annual return | 16.00% | 24.11%-8.1pp | 23.94%-7.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,577 | $4,536-65.2% | $4,158-62.1% | $4,876-67.7% |
| Participant deferral / active EE | $3,511 | $5,081-30.9% | $5,097-31.1% | $5,439-35.4% |
| Admin fee / account holder | $847 | $8,120-89.6% | $5,943-85.7% | $10,885-92.2% |