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 | $83,042 | $153,311-45.8% | $109,313-24.0% | $273,961-69.7% |
| Participation rate | 90.0% | 80.1%+9.9pp | 71.3%+18.7pp | 83.0%+7.0pp |
| Annual return | 10.09% | 29.86%-19.8pp | 22.07%-12.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,830 | $5,619-67.4% | $3,892-53.0% | $4,869-62.4% |
| Participant deferral / active EE | $4,068 | $3,932+3.5% | $3,166+28.5% | $5,287-23.1% |
| Admin fee / account holder | $1,553 | $8,076-80.8% | $5,666-72.6% | $10,132-84.7% |