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 | $29,307 | $101,069-71.0% | $81,478-64.0% | $147,584-80.1% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 16.29% | 32.40%-16.1pp | 38.78%-22.5pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,120 | $3,205-65.1% | $2,568-56.4% | $4,876-77.0% |
| Participant deferral / active EE | $2,659 | $4,242-37.3% | $3,537-24.8% | $5,439-51.1% |
| Admin fee / account holder | $1,103 | $5,812-81.0% | $4,561-75.8% | $10,885-89.9% |