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 | $38,575 | $80,968-52.4% | $96,544-60.0% | $75,163-48.7% |
| Participation rate | 70.3% | 71.8%-1.5pp | 76.0%-5.7pp | 67.2%+3.1pp |
| Annual return | 17.27% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,355 | $2,282-40.6% | $2,965-54.3% | $2,670-49.2% |
| Participant deferral / active EE | $2,151 | $3,928-45.2% | $4,851-55.7% | $4,125-47.8% |
| Admin fee / account holder | $2,856 | $6,724-57.5% | $8,252-65.4% | $5,651-49.5% |