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 | $159,757 | $181,894-12.2% | $156,549+2.0% | $273,961-41.7% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 13.13% | 30.74%-17.6pp | 32.23%-19.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $4,582 | $6,248-26.7% | $5,501-16.7% | $4,869-5.9% |
| Participant deferral / active EE | $4,292 | $5,550-22.7% | $4,871-11.9% | $5,287-18.8% |
| Admin fee / account holder | $3,413 | $15,559-78.1% | $13,027-73.8% | $10,132-66.3% |