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 | $68,961 | $78,705-12.4% | $117,854-41.5% | $70,131-1.7% |
| Participation rate | 85.3% | 73.2%+12.1pp | 79.7%+5.6pp | 69.5%+15.8pp |
| Annual return | 13.22% | 23.30%-10.1pp | 335.08%-321.9pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,651 | $2,223-25.7% | $3,786-56.4% | $2,342-29.5% |
| Participant deferral / active EE | $2,432 | $3,297-26.2% | $4,482-45.7% | $3,332-27.0% |
| Admin fee / account holder | $1,167 | $5,065-77.0% | $8,020-85.4% | $4,645-74.9% |