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 | $33,213 | $127,065-73.9% | $113,168-70.7% | $142,382-76.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 16.05% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,173 | $3,442-36.9% | $2,975-26.9% | $4,299-49.4% |
| Participant deferral / active EE | $2,909 | $5,716-49.1% | $5,107-43.0% | $6,507-55.3% |
| Admin fee / account holder | $809 | $15,736-94.9% | $12,068-93.3% | $12,624-93.6% |