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 | $83,481 | $124,319-32.8% | $111,297-25.0% | $167,490-50.2% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 27.56% | 37.44%-9.9pp | 54.65%-27.1pp | 478.56%-451.0pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,213 | $5,180-38.0% | $4,487-28.4% | $6,341-49.3% |
| Admin fee / account holder | $431 | $10,618-95.9% | $7,964-94.6% | $12,309-96.5% |