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 | $53,062 | $110,257-51.9% | $96,544-45.0% | $139,434-61.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.60% | 26.32%-7.7pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,833 | $3,620-49.4% | $2,965-38.2% | $4,751-61.4% |
| Participant deferral / active EE | $4,508 | $5,548-18.7% | $4,851-7.1% | $6,710-32.8% |
| Admin fee / account holder | $965 | $11,591-91.7% | $8,252-88.3% | $11,403-91.5% |