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 | $75,413 | $162,781-53.7% | $133,956-43.7% | $158,922-52.5% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 36.58% | 41.94%-5.4pp | 45.09%-8.5pp | 302.83%-266.2pp |
| Employer contribution / active EE | $1,486 | $4,975-70.1% | $3,919-62.1% | $4,761-68.8% |
| Participant deferral / active EE | $2,997 | $5,911-49.3% | $5,048-40.6% | $5,982-49.9% |
| Admin fee / account holder | $573 | $11,736-95.1% | $8,927-93.6% | $11,246-94.9% |