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 | $38,930 | $93,571-58.4% | $135,903-71.4% | $75,163-48.2% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.8pp | 67.2%+3.9pp |
| Annual return | 16.51% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,479 | $3,537-58.2% | $4,856-69.5% | $2,670-44.6% |
| Participant deferral / active EE | $4,092 | $6,404-36.1% | $7,758-47.3% | $4,125-0.8% |
| Admin fee / account holder | $6,999 | $6,975+0.3% | $10,762-35.0% | $5,651+23.9% |