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 | $67,661 | $98,240-31.1% | $82,313-17.8% | $147,584-54.2% |
| Participation rate | 72.2% | 79.7%-7.5pp | 76.9%-4.7pp | 82.8%-10.6pp |
| Annual return | 8.83% | 30.85%-22.0pp | 25.88%-17.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $1,725 | $3,192-45.9% | $2,428-29.0% | $4,876-64.6% |
| Participant deferral / active EE | $2,599 | $4,383-40.7% | $3,706-29.9% | $5,439-52.2% |
| Admin fee / account holder | $16,619 | $8,563+94.1% | $5,608+196.4% | $10,885+52.7% |