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 | $70,760 | $114,381-38.1% | $107,525-34.2% | $142,382-50.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 17.66% | 242.71%-225.0pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,737 | $4,015-56.7% | $3,754-53.7% | $4,299-59.6% |
| Participant deferral / active EE | $3,491 | $5,564-37.3% | $5,116-31.8% | $6,507-46.4% |
| Admin fee / account holder | $1,087 | $9,860-89.0% | $8,919-87.8% | $12,624-91.4% |