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 | $45,630 | $135,952-66.4% | $123,892-63.2% | $273,961-83.3% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 15.78% | 56.63%-40.8pp | 47.52%-31.7pp | 41.45%-25.7pp |
| Employer contribution / active EE | $2,695 | $5,170-47.9% | $4,617-41.6% | $4,869-44.7% |
| Participant deferral / active EE | $7,656 | $6,343+20.7% | $5,984+27.9% | $5,287+44.8% |
| Admin fee / account holder | $12,989 | $9,817+32.3% | $8,357+55.4% | $10,132+28.2% |