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 | $78,566 | $106,515-26.2% | $96,683-18.7% | $139,434-43.7% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 15.78% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,544 | $4,103-62.4% | $3,737-58.7% | $4,751-67.5% |
| Participant deferral / active EE | $5,061 | $5,454-7.2% | $4,878+3.7% | $6,710-24.6% |
| Admin fee / account holder | $1,111 | $7,877-85.9% | $6,730-83.5% | $11,403-90.3% |