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 | $81,139 | $127,065-36.1% | $113,168-28.3% | $142,382-43.0% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 17.18% | 24.03%-6.8pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,936 | $3,442-43.8% | $2,975-34.9% | $4,299-55.0% |
| Participant deferral / active EE | $5,055 | $5,716-11.6% | $5,107-1.0% | $6,507-22.3% |
| Admin fee / account holder | $3,306 | $15,736-79.0% | $12,068-72.6% | $12,624-73.8% |