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 | $38,903 | $176,377-77.9% | $134,143-71.0% | $158,922-75.5% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 21.18% | 63.63%-42.5pp | 36.33%-15.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,530 | $5,040-69.6% | $3,704-58.7% | $4,761-67.9% |
| Participant deferral / active EE | $3,684 | $4,091-9.9% | $3,499+5.3% | $5,982-38.4% |
| Admin fee / account holder | $3,333 | $8,718-61.8% | $6,684-50.1% | $11,246-70.4% |