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 3-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 | $55,881 | $154,117-63.7% | $129,995-57.0% | $139,434-59.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 13.04% | 32.48%-19.4pp | -137.18%+150.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,984 | $5,289-62.5% | $4,320-54.1% | $4,751-58.2% |
| Participant deferral / active EE | $5,401 | $6,710-19.5% | $5,820-7.2% | $6,710-19.5% |
| Admin fee / account holder | $1,415 | $14,007-89.9% | $10,614-86.7% | $11,403-87.6% |