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 | $32,836 | $154,117-78.7% | $129,995-74.7% | $139,434-76.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 17.08% | 32.48%-15.4pp | -137.18%+154.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,115 | $5,289-60.0% | $4,320-51.0% | $4,751-55.5% |
| Participant deferral / active EE | $2,149 | $6,710-68.0% | $5,820-63.1% | $6,710-68.0% |
| Admin fee / account holder | $364 | $14,007-97.4% | $10,614-96.6% | $11,403-96.8% |