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 | $53,393 | $103,376-48.4% | $87,100-38.7% | $152,861-65.1% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 17.27% | 28.10%-10.8pp | 28.19%-10.9pp | 345.32%-328.0pp |
| Employer contribution / active EE | $993 | $3,220-69.2% | $2,521-60.6% | $4,762-79.1% |
| Participant deferral / active EE | $3,374 | $4,778-29.4% | $4,049-16.7% | $5,850-42.3% |
| Admin fee / account holder | $1,917 | $12,205-84.3% | $7,497-74.4% | $11,596-83.5% |