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 | $48,365 | $73,933-34.6% | $96,683-50.0% | $75,163-35.7% |
| Participation rate | 77.5% | 66.4%+11.1pp | 74.3%+3.2pp | 67.2%+10.3pp |
| Annual return | 19.34% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,252 | $2,928-57.2% | $3,737-66.5% | $2,670-53.1% |
| Participant deferral / active EE | $2,192 | $3,659-40.1% | $4,878-55.1% | $4,125-46.9% |
| Admin fee / account holder | $2,633 | $5,216-49.5% | $6,730-60.9% | $5,651-53.4% |