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 | $38,732 | $154,117-74.9% | $129,995-70.2% | $139,434-72.2% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 16.51% | 32.48%-16.0pp | -137.18%+153.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,163 | $5,289-40.2% | $4,320-26.8% | $4,751-33.4% |
| Participant deferral / active EE | $4,405 | $6,710-34.3% | $5,820-24.3% | $6,710-34.4% |
| Admin fee / account holder | $5,724 | $14,007-59.1% | $10,614-46.1% | $11,403-49.8% |