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 | $63,521 | $162,781-61.0% | $133,956-52.6% | $158,922-60.0% |
| Participation rate | 73.9% | 83.2%-9.3pp | 79.8%-5.9pp | 82.0%-8.0pp |
| Annual return | 20.18% | 41.94%-21.8pp | 45.09%-24.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,777 | $4,975-44.2% | $3,919-29.1% | $4,761-41.7% |
| Participant deferral / active EE | $5,247 | $5,911-11.2% | $5,048+3.9% | $5,982-12.3% |
| Admin fee / account holder | $1,770 | $11,736-84.9% | $8,927-80.2% | $11,246-84.3% |