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 | $30,827 | $117,381-73.7% | $99,443-69.0% | $152,861-79.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 23.04% | 31.87%-8.8pp | 30.72%-7.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,715 | $3,013-43.1% | $2,540-32.5% | $4,762-64.0% |
| Participant deferral / active EE | $2,219 | $4,086-45.7% | $3,619-38.7% | $5,850-62.1% |
| Admin fee / account holder | $2,802 | $7,631-63.3% | $6,250-55.2% | $11,596-75.8% |