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 | $33,776 | $127,264-73.5% | $109,895-69.3% | $167,490-79.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.2%-3.6pp | 82.1%-11.5pp |
| Annual return | 16.60% | 22.97%-6.4pp | 29.45%-12.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $284 | $3,322-91.4% | $2,842-90.0% | $4,837-94.1% |
| Participant deferral / active EE | $1,507 | $4,514-66.6% | $4,048-62.8% | $6,341-76.2% |
| Admin fee / account holder | $1,849 | $7,114-74.0% | $6,066-69.5% | $12,309-85.0% |