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 | $81,527 | $124,281-34.4% | $109,143-25.3% | $167,490-51.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 11.29% | 26.04%-14.7pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,772 | $4,207-57.9% | $3,722-52.4% | $4,837-63.4% |
| Participant deferral / active EE | $2,411 | $5,255-54.1% | $4,653-48.2% | $6,341-62.0% |
| Admin fee / account holder | $18,122 | $7,970+127.4% | $6,752+168.4% | $12,309+47.2% |