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 | $72,930 | $110,257-33.9% | $96,544-24.5% | $139,434-47.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.32% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $962 | $3,620-73.4% | $2,965-67.5% | $4,751-79.7% |
| Participant deferral / active EE | $2,114 | $5,548-61.9% | $4,851-56.4% | $6,710-68.5% |
| Admin fee / account holder | $2,730 | $11,591-76.5% | $8,252-66.9% | $11,403-76.1% |