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 | $68,922 | $135,952-49.3% | $123,892-44.4% | $273,961-74.8% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 9.88% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,098 | $5,170-78.8% | $4,617-76.2% | $4,869-77.5% |
| Participant deferral / active EE | $2,613 | $6,343-58.8% | $5,984-56.3% | $5,287-50.6% |
| Admin fee / account holder | $2,651 | $9,817-73.0% | $8,357-68.3% | $10,132-73.8% |