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 | $68,171 | $110,257-38.2% | $96,544-29.4% | $139,434-51.1% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 19.91% | 26.32%-6.4pp | 25.84%-5.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,084 | $3,620-70.0% | $2,965-63.4% | $4,751-77.2% |
| Participant deferral / active EE | $4,584 | $5,548-17.4% | $4,851-5.5% | $6,710-31.7% |
| Admin fee / account holder | $513 | $11,591-95.6% | $8,252-93.8% | $11,403-95.5% |