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 | $74,473 | $127,777-41.7% | $106,548-30.1% | $167,490-55.5% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 13.82% | 33.87%-20.1pp | 26.80%-13.0pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,314 | $3,427-61.6% | $2,819-53.4% | $4,837-72.8% |
| Participant deferral / active EE | $2,980 | $5,087-41.4% | $4,398-32.2% | $6,341-53.0% |
| Admin fee / account holder | $1,379 | $11,228-87.7% | $7,407-81.4% | $12,309-88.8% |