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 | $49,510 | $104,251-52.5% | $91,001-45.6% | $147,584-66.5% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 16.96% | 27.06%-10.1pp | 4.60%+12.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,535 | $3,116-18.6% | $2,456+3.2% | $4,876-48.0% |
| Participant deferral / active EE | $1,597 | $4,195-61.9% | $3,547-55.0% | $5,439-70.6% |
| Admin fee / account holder | $4,492 | $8,948-49.8% | $5,417-17.1% | $10,885-58.7% |