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 | $72,598 | $86,286-15.9% | $111,297-34.8% | $85,850-15.4% |
| Participation rate | 83.0% | 73.3%+9.7pp | 77.3%+5.7pp | 69.3%+13.7pp |
| Annual return | 16.51% | 19.99%-3.5pp | 54.65%-38.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,790 | $2,043-12.4% | $2,731-34.5% | $2,565-30.2% |
| Participant deferral / active EE | $3,400 | $3,641-6.6% | $4,487-24.2% | $3,952-14.0% |
| Admin fee / account holder | $3,258 | $8,188-60.2% | $7,964-59.1% | $6,260-47.9% |