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 | $118,323 | $124,319-4.8% | $111,297+6.3% | $167,490-29.4% |
| Participation rate | 73.9% | 79.6%-5.7pp | 77.3%-3.4pp | 82.1%-8.2pp |
| Annual return | 10.98% | 37.44%-26.5pp | 54.65%-43.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,790 | $3,435-47.9% | $2,731-34.4% | $4,837-63.0% |
| Participant deferral / active EE | $3,393 | $5,180-34.5% | $4,487-24.4% | $6,341-46.5% |
| Admin fee / account holder | $4,182 | $10,618-60.6% | $7,964-47.5% | $12,309-66.0% |