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 | $68,044 | $124,281-45.2% | $109,143-37.7% | $167,490-59.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 12.60% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,053 | $4,207-51.2% | $3,722-44.8% | $4,837-57.6% |
| Participant deferral / active EE | $4,046 | $5,255-23.0% | $4,653-13.0% | $6,341-36.2% |
| Admin fee / account holder | $2,221 | $7,970-72.1% | $6,752-67.1% | $12,309-82.0% |