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 | $72,944 | $124,319-41.3% | $111,297-34.5% | $167,490-56.4% |
| Participation rate | 73.7% | 79.6%-5.9pp | 77.3%-3.6pp | 82.1%-8.4pp |
| Annual return | 10.12% | 37.44%-27.3pp | 54.65%-44.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,959 | $3,435-43.0% | $2,731-28.3% | $4,837-59.5% |
| Participant deferral / active EE | $3,199 | $5,180-38.2% | $4,487-28.7% | $6,341-49.5% |
| Admin fee / account holder | $35,675 | $10,618+236.0% | $7,964+348.0% | $12,309+189.8% |