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 | $102,595 | $124,319-17.5% | $111,297-7.8% | $167,490-38.7% |
| Participation rate | 70.8% | 79.6%-8.8pp | 77.3%-6.5pp | 82.1%-11.3pp |
| Annual return | 15.39% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,745 | $5,180-47.0% | $4,487-38.8% | $6,341-56.7% |
| Admin fee / account holder | $5,295 | $10,618-50.1% | $7,964-33.5% | $12,309-57.0% |