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 | $63,962 | $73,004-12.4% | $90,749-29.5% | $68,494-6.6% |
| Participation rate | 76.9% | 70.8%+6.1pp | 75.7%+1.2pp | 67.9%+9.0pp |
| Annual return | 66.10% | -13.81%+79.9pp | -12.16%+78.3pp | -7.84%+73.9pp |
| Employer contribution / active EE | $1,591 | $2,193-27.5% | $2,921-45.5% | $2,596-38.7% |
| Participant deferral / active EE | $5,064 | $3,627+39.6% | $4,564+11.0% | $4,027+25.7% |
| Admin fee / account holder | $5,155 | $5,896-12.6% | $8,445-39.0% | $5,403-4.6% |