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 | $70,826 | $127,386-44.4% | $115,037-38.4% | $125,391-43.5% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 3.48% | 31.28%-27.8pp | 26.14%-22.7pp | 282.22%-278.7pp |
| Employer contribution / active EE | $1,540 | $5,166-70.2% | $4,608-66.6% | $4,866-68.3% |
| Participant deferral / active EE | $4,071 | $6,423-36.6% | $6,026-32.5% | $5,352-23.9% |
| Admin fee / account holder | $1,578 | $9,516-83.4% | $8,175-80.7% | $9,540-83.5% |