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 | $115,565 | $142,405-18.8% | $115,157+0.4% | $152,861-24.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 23.73% | 41.48%-17.7pp | 35.60%-11.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,529 | $4,010-61.9% | $3,179-51.9% | $4,762-67.9% |
| Participant deferral / active EE | $3,615 | $5,164-30.0% | $4,168-13.3% | $5,850-38.2% |
| Admin fee / account holder | $1,603 | $8,462-81.1% | $7,088-77.4% | $11,596-86.2% |