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 | $48,118 | $106,584-54.9% | $101,326-52.5% | $142,382-66.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 17.02% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,406 | $3,956-64.5% | $3,665-61.6% | $4,299-67.3% |
| Participant deferral / active EE | $5,724 | $8,297-31.0% | $7,994-28.4% | $6,507-12.0% |
| Admin fee / account holder | $4,923 | $11,446-57.0% | $11,185-56.0% | $12,624-61.0% |