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 | $124,794 | $181,894-31.4% | $156,549-20.3% | $273,961-54.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.28% | 30.74%-22.5pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,913 | $6,248-69.4% | $5,501-65.2% | $4,869-60.7% |
| Participant deferral / active EE | $3,942 | $5,550-29.0% | $4,871-19.1% | $5,287-25.4% |
| Admin fee / account holder | $2,138 | $15,559-86.3% | $13,027-83.6% | $10,132-78.9% |