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 | $72,985 | $162,781-55.2% | $133,956-45.5% | $158,922-54.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 23.62% | 41.94%-18.3pp | 45.09%-21.5pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,829 | $4,975-43.1% | $3,919-27.8% | $4,761-40.6% |
| Participant deferral / active EE | $3,827 | $5,911-35.3% | $5,048-24.2% | $5,982-36.0% |
| Admin fee / account holder | $585 | $11,736-95.0% | $8,927-93.4% | $11,246-94.8% |