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 | $57,795 | $162,781-64.5% | $133,956-56.9% | $158,922-63.6% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 19.24% | 41.94%-22.7pp | 45.09%-25.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,521 | $4,975-69.4% | $3,919-61.2% | $4,761-68.1% |
| Participant deferral / active EE | $6,720 | $5,911+13.7% | $5,048+33.1% | $5,982+12.3% |
| Admin fee / account holder | $4,762 | $11,736-59.4% | $8,927-46.7% | $11,246-57.7% |