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 | $73,890 | $114,381-35.4% | $107,525-31.3% | $142,382-48.1% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 16.29% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,089 | $4,015-48.0% | $3,754-44.4% | $4,299-51.4% |
| Participant deferral / active EE | $4,576 | $5,564-17.8% | $5,116-10.5% | $6,507-29.7% |
| Admin fee / account holder | $877 | $9,860-91.1% | $8,919-90.2% | $12,624-93.1% |