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 | $72,368 | $103,376-30.0% | $87,100-16.9% | $152,861-52.7% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 21.27% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,919 | $4,778-38.9% | $4,049-27.9% | $5,850-50.1% |
| Admin fee / account holder | $803 | $12,205-93.4% | $7,497-89.3% | $11,596-93.1% |