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 | $55,637 | $76,407-27.2% | $150,298-63.0% | $82,448-32.5% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.6pp | 68.1%+3.0pp |
| Annual return | 16.86% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,652 | $2,614-36.8% | $4,154-60.2% | $2,551-35.3% |
| Participant deferral / active EE | $2,491 | $3,214-22.5% | $5,453-54.3% | $4,139-39.8% |
| Admin fee / account holder | $2,978 | $6,352-53.1% | $14,116-78.9% | $7,234-58.8% |