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 | $69,855 | $100,970-30.8% | $96,576-27.7% | $137,256-49.1% |
| Participation rate | 73.3% | 82.6%-9.3pp | 81.4%-8.1pp | 80.0%-6.6pp |
| Annual return | 20.27% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $5,411 | $3,809+42.1% | $3,553+52.3% | $4,156+30.2% |
| Participant deferral / active EE | $10,167 | $8,286+22.7% | $7,956+27.8% | $6,407+58.7% |
| Admin fee / account holder | $2,079 | $11,312-81.6% | $11,381-81.7% | $12,270-83.1% |