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 | $94,578 | $127,264-25.7% | $109,895-13.9% | $167,490-43.5% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.2%+2.0pp | 82.1%-5.9pp |
| Annual return | 11.72% | 22.97%-11.2pp | 29.45%-17.7pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,420 | $3,322-57.3% | $2,842-50.0% | $4,837-70.6% |
| Participant deferral / active EE | $2,850 | $4,514-36.9% | $4,048-29.6% | $6,341-55.1% |
| Admin fee / account holder | $3,516 | $7,114-50.6% | $6,066-42.0% | $12,309-71.4% |