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 | $66,632 | $115,882-42.5% | $100,516-33.7% | $158,922-58.1% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 18.28% | 34.79%-16.5pp | 30.89%-12.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,909 | $4,103-29.1% | $3,418-14.9% | $4,761-38.9% |
| Participant deferral / active EE | $3,840 | $6,674-42.5% | $6,270-38.8% | $5,982-35.8% |
| Admin fee / account holder | $1,413 | $10,995-87.2% | $8,081-82.5% | $11,246-87.4% |