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 | $67,024 | $181,894-63.2% | $156,549-57.2% | $273,961-75.5% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 3.71% | 30.74%-27.0pp | 32.23%-28.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,806 | $6,248-71.1% | $5,501-67.2% | $4,869-62.9% |
| Participant deferral / active EE | $3,971 | $5,550-28.5% | $4,871-18.5% | $5,287-24.9% |
| Admin fee / account holder | $9,510 | $15,559-38.9% | $13,027-27.0% | $10,132-6.1% |