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 | $64,481 | $80,968-20.4% | $96,544-33.2% | $75,163-14.2% |
| Participation rate | 73.9% | 71.8%+2.1pp | 76.0%-2.0pp | 67.2%+6.7pp |
| Annual return | 14.89% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,503 | $2,282-34.1% | $2,965-49.3% | $2,670-43.7% |
| Participant deferral / active EE | $3,441 | $3,928-12.4% | $4,851-29.1% | $4,125-16.6% |
| Admin fee / account holder | $4,113 | $6,724-38.8% | $8,252-50.2% | $5,651-27.2% |