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 | $60,456 | $176,812-65.8% | $146,665-58.8% | $167,490-63.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 10.31% | 24.03%-13.7pp | 22.74%-12.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,065 | $5,160-79.4% | $4,136-74.2% | $4,837-78.0% |
| Participant deferral / active EE | $2,708 | $6,440-57.9% | $5,506-50.8% | $6,341-57.3% |
| Admin fee / account holder | $1,669 | $13,259-87.4% | $10,280-83.8% | $12,309-86.4% |