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 | $37,986 | $162,781-76.7% | $133,956-71.6% | $158,922-76.1% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 14.63% | 41.94%-27.3pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,437 | $4,975-71.1% | $3,919-63.3% | $4,761-69.8% |
| Participant deferral / active EE | $3,000 | $5,911-49.2% | $5,048-40.6% | $5,982-49.9% |
| Admin fee / account holder | $7,299 | $11,736-37.8% | $8,927-18.2% | $11,246-35.1% |