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 | $70,406 | $94,338-25.4% | $100,534-30.0% | $142,382-50.6% |
| Participation rate | 76.9% | 81.7%-4.8pp | 80.6%-3.7pp | 80.1%-3.2pp |
| Annual return | 18.25% | 29.20%-11.0pp | 32.66%-14.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,340 | $4,237-44.8% | $4,346-46.2% | $4,299-45.6% |
| Participant deferral / active EE | $4,705 | $5,934-20.7% | $6,144-23.4% | $6,507-27.7% |
| Admin fee / account holder | $587 | $8,421-93.0% | $7,654-92.3% | $12,624-95.4% |