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 | $93,073 | $127,777-27.2% | $106,548-12.6% | $167,490-44.4% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 18.05% | 33.87%-15.8pp | 26.80%-8.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,065 | $3,427-39.7% | $2,819-26.7% | $4,837-57.3% |
| Participant deferral / active EE | $3,763 | $5,087-26.0% | $4,398-14.4% | $6,341-40.7% |
| Admin fee / account holder | $514 | $11,228-95.4% | $7,407-93.1% | $12,309-95.8% |