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 | $88,028 | $127,777-31.1% | $106,548-17.4% | $167,490-47.4% |
| Participation rate | 70.6% | 78.3%-7.7pp | 76.1%-5.5pp | 82.1%-11.5pp |
| Annual return | 11.45% | 33.87%-22.4pp | 26.80%-15.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,284 | $3,427-62.5% | $2,819-54.4% | $4,837-73.5% |
| Participant deferral / active EE | $2,273 | $5,087-55.3% | $4,398-48.3% | $6,341-64.2% |
| Admin fee / account holder | $392 | $11,228-96.5% | $7,407-94.7% | $12,309-96.8% |