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 | $63,186 | $124,319-49.2% | $111,297-43.2% | $167,490-62.3% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 15.03% | 37.44%-22.4pp | 54.65%-39.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,617 | $3,435-52.9% | $2,731-40.8% | $4,837-66.6% |
| Participant deferral / active EE | $2,450 | $5,180-52.7% | $4,487-45.4% | $6,341-61.4% |
| Admin fee / account holder | $3,905 | $10,618-63.2% | $7,964-51.0% | $12,309-68.3% |