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 | $39,727 | $124,281-68.0% | $109,143-63.6% | $167,490-76.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.49% | 26.04%-10.5pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,753 | $4,207-58.3% | $3,722-52.9% | $4,837-63.8% |
| Participant deferral / active EE | $2,205 | $5,255-58.0% | $4,653-52.6% | $6,341-65.2% |
| Admin fee / account holder | $391 | $7,970-95.1% | $6,752-94.2% | $12,309-96.8% |