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 | $55,638 | $162,781-65.8% | $133,956-58.5% | $158,922-65.0% |
| Participation rate | 79.2% | 83.2%-4.1pp | 79.8%-0.7pp | 82.0%-2.8pp |
| Annual return | 11.48% | 41.94%-30.5pp | 45.09%-33.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,145 | $4,975-56.9% | $3,919-45.3% | $4,761-54.9% |
| Participant deferral / active EE | $3,809 | $5,911-35.6% | $5,048-24.5% | $5,982-36.3% |
| Admin fee / account holder | $3,431 | $11,736-70.8% | $8,927-61.6% | $11,246-69.5% |