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 | $78,884 | $117,381-32.8% | $99,443-20.7% | $152,861-48.4% |
| Participation rate | 73.3% | 77.5%-4.2pp | 73.8%-0.5pp | 82.4%-9.1pp |
| Annual return | 24.97% | 31.87%-6.9pp | 30.72%-5.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,705 | $3,013-43.4% | $2,540-32.9% | $4,762-64.2% |
| Participant deferral / active EE | $3,874 | $4,086-5.2% | $3,619+7.0% | $5,850-33.8% |
| Admin fee / account holder | $1,646 | $7,631-78.4% | $6,250-73.7% | $11,596-85.8% |