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 | $72,261 | $105,859-31.7% | $90,160-19.9% | $147,584-51.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 15.52% | 37.63%-22.1pp | 34.88%-19.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,687 | $4,126-34.9% | $3,318-19.0% | $4,876-44.9% |
| Participant deferral / active EE | $4,980 | $5,733-13.1% | $5,288-5.8% | $5,439-8.4% |
| Admin fee / account holder | $776 | $8,046-90.4% | $5,943-86.9% | $10,885-92.9% |