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 5-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 | $27,314 | $110,257-75.2% | $96,544-71.7% | $139,434-80.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 16.11% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,324 | $3,620-35.8% | $2,965-21.6% | $4,751-51.1% |
| Participant deferral / active EE | $2,702 | $5,548-51.3% | $4,851-44.3% | $6,710-59.7% |
| Admin fee / account holder | $3,592 | $11,591-69.0% | $8,252-56.5% | $11,403-68.5% |