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 | $51,713 | $110,257-53.1% | $96,544-46.4% | $139,434-62.9% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 16.00% | 26.32%-10.3pp | 25.84%-9.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,885 | $3,620-47.9% | $2,965-36.4% | $4,751-60.3% |
| Participant deferral / active EE | $4,680 | $5,548-15.6% | $4,851-3.5% | $6,710-30.3% |
| Admin fee / account holder | $1,831 | $11,591-84.2% | $8,252-77.8% | $11,403-83.9% |