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 | $48,468 | $162,781-70.2% | $133,956-63.8% | $158,922-69.5% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 21.96% | 41.94%-20.0pp | 45.09%-23.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,305 | $4,975-73.8% | $3,919-66.7% | $4,761-72.6% |
| Participant deferral / active EE | $4,026 | $5,911-31.9% | $5,048-20.2% | $5,982-32.7% |
| Admin fee / account holder | $1,558 | $11,736-86.7% | $8,927-82.5% | $11,246-86.1% |