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 | $118,031 | $154,365-23.5% | $130,231-9.4% | $139,434-15.3% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.3%-6.3pp | 80.3%-10.3pp |
| Annual return | 18.01% | 30.34%-12.3pp | 38.77%-20.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,405 | $5,170-53.5% | $4,126-41.7% | $4,751-49.4% |
| Participant deferral / active EE | $4,841 | $8,498-43.0% | $6,799-28.8% | $6,710-27.9% |
| Admin fee / account holder | $790 | $9,214-91.4% | $6,020-86.9% | $11,403-93.1% |