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 | $80,895 | $115,882-30.2% | $100,516-19.5% | $158,922-49.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 17.17% | 34.79%-17.6pp | 30.89%-13.7pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,208 | $4,103-46.2% | $3,418-35.4% | $4,761-53.6% |
| Participant deferral / active EE | $4,142 | $6,674-37.9% | $6,270-33.9% | $5,982-30.8% |
| Admin fee / account holder | $5,062 | $10,995-54.0% | $8,081-37.4% | $11,246-55.0% |