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 | $88,688 | $110,261-19.6% | $95,745-7.4% | $139,434-36.4% |
| Participation rate | 71.4% | 75.8%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 14.34% | 27.11%-12.8pp | 28.35%-14.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,593 | $4,676-44.5% | $4,245-38.9% | $6,710-61.4% |
| Admin fee / account holder | $6,514 | $6,613-1.5% | $5,678+14.7% | $11,403-42.9% |