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 | $33,373 | $154,228-78.4% | $145,433-77.1% | $137,256-75.7% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 17.00% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,320 | $4,804-72.5% | $4,554-71.0% | $4,156-68.2% |
| Participant deferral / active EE | $3,018 | $8,216-63.3% | $7,897-61.8% | $6,407-52.9% |
| Admin fee / account holder | $6,362 | $14,344-55.6% | $13,129-51.5% | $12,270-48.2% |