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 | $50,671 | $124,425-59.3% | $112,040-54.8% | $137,256-63.1% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 18.95% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,856 | $3,411-45.6% | $2,954-37.2% | $4,156-55.3% |
| Participant deferral / active EE | $4,563 | $5,718-20.2% | $5,098-10.5% | $6,407-28.8% |
| Admin fee / account holder | $5,107 | $15,207-66.4% | $12,098-57.8% | $12,270-58.4% |