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 | $76,521 | $176,812-56.7% | $146,665-47.8% | $167,490-54.3% |
| Participation rate | 72.7% | 83.6%-10.9pp | 80.1%-7.3pp | 82.1%-9.4pp |
| Annual return | 14.00% | 24.03%-10.0pp | 22.74%-8.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,201 | $5,160-76.7% | $4,136-71.0% | $4,837-75.2% |
| Participant deferral / active EE | $7,283 | $6,440+13.1% | $5,506+32.3% | $6,341+14.8% |
| Admin fee / account holder | $324 | $13,259-97.6% | $10,280-96.8% | $12,309-97.4% |