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 | $142,122 | $69,515+104.4% | $86,874+63.6% | $85,850+65.5% |
| Participation rate | 70.0% | 66.3%+3.7pp | 71.6%-1.6pp | 69.3%+0.7pp |
| Annual return | 14.89% | 20.12%-5.2pp | 63.52%-48.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,603 | $2,919-10.8% | $3,699-29.6% | $3,952-34.1% |
| Admin fee / account holder | $4,960 | $5,972-17.0% | $5,828-14.9% | $6,260-20.8% |