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 | $48,970 | $104,251-53.0% | $91,001-46.2% | $147,584-66.8% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 13.36% | 27.06%-13.7pp | 4.60%+8.8pp | 578.55%-565.2pp |
| Employer contribution / active EE | $703 | $3,116-77.4% | $2,456-71.4% | $4,876-85.6% |
| Participant deferral / active EE | $3,125 | $4,195-25.5% | $3,547-11.9% | $5,439-42.5% |
| Admin fee / account holder | $1,622 | $8,948-81.9% | $5,417-70.1% | $10,885-85.1% |