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 | $100,239 | $154,117-35.0% | $129,995-22.9% | $139,434-28.1% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.5%-1.2pp | 80.3%-3.0pp |
| Annual return | 16.84% | 32.48%-15.6pp | -137.18%+154.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,120 | $5,289-41.0% | $4,320-27.8% | $4,751-34.3% |
| Participant deferral / active EE | $5,280 | $6,710-21.3% | $5,820-9.3% | $6,710-21.3% |
| Admin fee / account holder | $1,489 | $14,007-89.4% | $10,614-86.0% | $11,403-86.9% |