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 | $39,400 | $91,552-57.0% | $133,956-70.6% | $79,858-50.7% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | 15.94% | 61.85%-45.9pp | 45.09%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,565 | $2,384-34.3% | $3,919-60.1% | $2,471-36.7% |
| Participant deferral / active EE | $3,174 | $3,733-15.0% | $5,048-37.1% | $3,740-15.1% |
| Admin fee / account holder | $4,894 | $6,321-22.6% | $8,927-45.2% | $5,306-7.8% |