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 | $48,254 | $98,240-50.9% | $82,313-41.4% | $147,584-67.3% |
| Participation rate | 73.9% | 79.7%-5.8pp | 76.9%-3.0pp | 82.8%-8.9pp |
| Annual return | 23.66% | 30.85%-7.2pp | 25.88%-2.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,116 | $3,192-65.0% | $2,428-54.0% | $4,876-77.1% |
| Participant deferral / active EE | $3,235 | $4,383-26.2% | $3,706-12.7% | $5,439-40.5% |
| Admin fee / account holder | $1,498 | $8,563-82.5% | $5,608-73.3% | $10,885-86.2% |