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 | $41,888 | $105,859-60.4% | $90,160-53.5% | $147,584-71.6% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 15.75% | 37.63%-21.9pp | 34.88%-19.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,307 | $4,126-44.1% | $3,318-30.5% | $4,876-52.7% |
| Participant deferral / active EE | $5,499 | $5,733-4.1% | $5,288+4.0% | $5,439+1.1% |
| Admin fee / account holder | $618 | $8,046-92.3% | $5,943-89.6% | $10,885-94.3% |