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 | $39,514 | $162,781-75.7% | $133,956-70.5% | $158,922-75.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 17.12% | 41.94%-24.8pp | 45.09%-28.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,474 | $4,975-70.4% | $3,919-62.4% | $4,761-69.1% |
| Participant deferral / active EE | $3,017 | $5,911-49.0% | $5,048-40.2% | $5,982-49.6% |
| Admin fee / account holder | $475 | $11,736-96.0% | $8,927-94.7% | $11,246-95.8% |