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 | $60,335 | $127,777-52.8% | $106,548-43.4% | $167,490-64.0% |
| Participation rate | 73.3% | 78.3%-4.9pp | 76.1%-2.8pp | 82.1%-8.8pp |
| Annual return | 9.43% | 33.87%-24.4pp | 26.80%-17.4pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,847 | $3,427-46.1% | $2,819-34.5% | $4,837-61.8% |
| Participant deferral / active EE | $3,494 | $5,087-31.3% | $4,398-20.5% | $6,341-44.9% |
| Admin fee / account holder | $1,727 | $11,228-84.6% | $7,407-76.7% | $12,309-86.0% |