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 | $53,374 | $73,933-27.8% | $96,683-44.8% | $75,163-29.0% |
| Participation rate | 77.3% | 66.4%+10.9pp | 74.3%+3.0pp | 67.2%+10.1pp |
| Annual return | 16.79% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,387 | $2,928-52.6% | $3,737-62.9% | $2,670-48.1% |
| Participant deferral / active EE | $2,642 | $3,659-27.8% | $4,878-45.8% | $4,125-36.0% |
| Admin fee / account holder | $3,562 | $5,216-31.7% | $6,730-47.1% | $5,651-37.0% |