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 | $101,454 | $63,861+58.9% | $104,607-3.0% | $79,858+27.0% |
| Participation rate | 70.5% | 64.9%+5.6pp | 74.1%-3.6pp | 69.6%+0.9pp |
| Annual return | 13.14% | 21.30%-8.2pp | 340.46%-327.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,163 | $1,588-26.8% | $2,681-56.6% | $2,471-52.9% |
| Participant deferral / active EE | $2,674 | $2,693-0.7% | $3,740-28.5% | $3,740-28.5% |
| Admin fee / account holder | $1,957 | $4,185-53.2% | $6,473-69.8% | $5,306-63.1% |