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 | $58,760 | $149,734-60.8% | $118,925-50.6% | $158,922-63.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 15.40% | 19.95%-4.5pp | 35.88%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,527 | $4,115-62.9% | $3,263-53.2% | $4,761-67.9% |
| Participant deferral / active EE | $2,972 | $5,223-43.1% | $4,265-30.3% | $5,982-50.3% |
| Admin fee / account holder | $1,306 | $8,603-84.8% | $6,581-80.1% | $11,246-88.4% |