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 | $107,195 | $149,679-28.4% | $117,039-8.4% | $147,584-27.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 19.13% | 19.31%-0.2pp | 18.95%+0.2pp | 578.55%-559.4pp |
| Employer contribution / active EE | $945 | $4,937-80.9% | $3,785-75.0% | $4,876-80.6% |
| Participant deferral / active EE | $1,530 | $4,912-68.9% | $3,929-61.1% | $5,439-71.9% |
| Admin fee / account holder | $481 | $7,856-93.9% | $5,974-91.9% | $10,885-95.6% |