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 | $25,426 | $110,257-76.9% | $96,544-73.7% | $139,434-81.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.78% | 26.32%-9.5pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,144 | $3,620-68.4% | $2,965-61.4% | $4,751-75.9% |
| Participant deferral / active EE | $2,804 | $5,548-49.5% | $4,851-42.2% | $6,710-58.2% |
| Admin fee / account holder | $2,138 | $11,591-81.6% | $8,252-74.1% | $11,403-81.2% |