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 | $72,054 | $103,376-30.3% | $87,100-17.3% | $152,861-52.9% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 21.20% | 28.10%-6.9pp | 28.19%-7.0pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,666 | $3,220-48.3% | $2,521-33.9% | $4,762-65.0% |
| Participant deferral / active EE | $2,647 | $4,778-44.6% | $4,049-34.6% | $5,850-54.8% |
| Admin fee / account holder | $514 | $12,205-95.8% | $7,497-93.1% | $11,596-95.6% |