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 | $51,342 | $61,660-16.7% | $80,019-35.8% | $64,186-20.0% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.1pp | 69.6%+28.3pp |
| Annual return | 63.81% | -0.33%+64.1pp | 11.22%+52.6pp | 7.63%+56.2pp |
| Employer contribution / active EE | $1,648 | $1,810-9.0% | $2,468-33.2% | $2,381-30.8% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,467 | $5,417-72.9% | $6,521-77.5% | $4,888-70.0% |