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 | $70,011 | $103,376-32.3% | $87,100-19.6% | $152,861-54.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 21.05% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,377 | $3,220-57.2% | $2,521-45.4% | $4,762-71.1% |
| Participant deferral / active EE | $3,513 | $4,778-26.5% | $4,049-13.2% | $5,850-39.9% |
| Admin fee / account holder | $3,848 | $12,205-68.5% | $7,497-48.7% | $11,596-66.8% |