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 | $36,357 | $94,338-61.5% | $100,534-63.8% | $142,382-74.5% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 18.53% | 29.20%-10.7pp | 32.66%-14.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,454 | $4,237-65.7% | $4,346-66.6% | $4,299-66.2% |
| Participant deferral / active EE | $3,469 | $5,934-41.5% | $6,144-43.5% | $6,507-46.7% |
| Admin fee / account holder | $638 | $8,421-92.4% | $7,654-91.7% | $12,624-94.9% |