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 | $83,468 | $114,381-27.0% | $107,525-22.4% | $142,382-41.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 18.93% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,513 | $4,015-37.4% | $3,754-33.1% | $4,299-41.6% |
| Participant deferral / active EE | $4,225 | $5,564-24.1% | $5,116-17.4% | $6,507-35.1% |
| Admin fee / account holder | $1,130 | $9,860-88.5% | $8,919-87.3% | $12,624-91.1% |