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 | $49,818 | $106,584-53.3% | $101,326-50.8% | $142,382-65.0% |
| Participation rate | 78.6% | 82.7%-4.1pp | 81.5%-2.9pp | 80.1%-1.5pp |
| Annual return | 19.33% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,697 | $3,956-31.8% | $3,665-26.4% | $4,299-37.3% |
| Participant deferral / active EE | $7,423 | $8,297-10.5% | $7,994-7.1% | $6,507+14.1% |
| Admin fee / account holder | $462 | $11,446-96.0% | $11,185-95.9% | $12,624-96.3% |