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 | $55,083 | $52,279+5.4% | $89,391-38.4% | $79,858-31.0% |
| Participation rate | 73.6% | 57.5%+16.1pp | 68.0%+5.6pp | 69.6%+4.0pp |
| Annual return | 19.17% | 22.16%-3.0pp | 245.62%-226.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,367 | $1,572-13.0% | $2,586-47.1% | $2,471-44.7% |
| Participant deferral / active EE | $2,642 | $2,740-3.6% | $3,890-32.1% | $3,740-29.3% |
| Admin fee / account holder | $640 | $3,356-80.9% | $4,881-86.9% | $5,306-87.9% |