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 | $56,037 | $93,571-40.1% | $135,903-58.8% | $75,163-25.4% |
| Participation rate | 73.6% | 75.2%-1.6pp | 81.9%-8.3pp | 67.2%+6.4pp |
| Annual return | 16.04% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,416 | $3,537-60.0% | $4,856-70.8% | $2,670-46.9% |
| Participant deferral / active EE | $3,561 | $6,404-44.4% | $7,758-54.1% | $4,125-13.7% |
| Admin fee / account holder | $929 | $6,975-86.7% | $10,762-91.4% | $5,651-83.6% |