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 | $53,320 | $52,279+2.0% | $89,391-40.4% | $79,858-33.2% |
| Participation rate | 80.0% | 57.5%+22.5pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | 17.16% | 22.16%-5.0pp | 245.62%-228.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,008 | $1,572-35.9% | $2,586-61.0% | $2,471-59.2% |
| Participant deferral / active EE | $2,614 | $2,740-4.6% | $3,890-32.8% | $3,740-30.1% |
| Admin fee / account holder | $1,345 | $3,356-59.9% | $4,881-72.4% | $5,306-74.7% |