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 | $56,414 | $124,425-54.7% | $112,040-49.6% | $137,256-58.9% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 16.17% | 24.72%-8.5pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,388 | $3,411-59.3% | $2,954-53.0% | $4,156-66.6% |
| Participant deferral / active EE | $3,051 | $5,718-46.7% | $5,098-40.2% | $6,407-52.4% |
| Admin fee / account holder | $1,720 | $15,207-88.7% | $12,098-85.8% | $12,270-86.0% |