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 | $46,403 | $110,257-57.9% | $96,544-51.9% | $139,434-66.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 11.48% | 26.32%-14.8pp | 25.84%-14.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,182 | $3,620-67.4% | $2,965-60.1% | $4,751-75.1% |
| Participant deferral / active EE | $2,250 | $5,548-59.4% | $4,851-53.6% | $6,710-66.5% |
| Admin fee / account holder | $1,058 | $11,591-90.9% | $8,252-87.2% | $11,403-90.7% |