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 3-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 | $59,848 | $111,814-46.5% | $103,374-42.1% | $145,959-59.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 18.39% | 24.77%-6.4pp | 24.89%-6.5pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,646 | $4,214-37.2% | $3,869-31.6% | $4,661-43.2% |
| Participant deferral / active EE | $3,934 | $5,618-30.0% | $5,058-22.2% | $6,689-41.2% |
| Admin fee / account holder | $725 | $9,754-92.6% | $8,394-91.4% | $13,398-94.6% |