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 | $56,925 | $106,515-46.6% | $96,683-41.1% | $139,434-59.2% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 29.58% | 38.43%-8.8pp | 35.69%-6.1pp | 372.94%-343.4pp |
| Employer contribution / active EE | $1,916 | $4,103-53.3% | $3,737-48.7% | $4,751-59.7% |
| Participant deferral / active EE | $3,524 | $5,454-35.4% | $4,878-27.8% | $6,710-47.5% |
| Admin fee / account holder | $3,973 | $7,877-49.6% | $6,730-41.0% | $11,403-65.2% |