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 | $104,384 | $228,332-54.3% | $185,823-43.8% | $158,922-34.3% |
| Participation rate | 76.9% | 82.3%-5.4pp | 78.0%-1.1pp | 82.0%-5.0pp |
| Annual return | 23.13% | 40.80%-17.7pp | 35.95%-12.8pp | 302.83%-279.7pp |
| Employer contribution / active EE | $867 | $4,967-82.5% | $4,087-78.8% | $4,761-81.8% |
| Participant deferral / active EE | $2,030 | $6,415-68.4% | $5,632-64.0% | $5,982-66.1% |
| Admin fee / account holder | $5,060 | $11,864-57.3% | $9,500-46.7% | $11,246-55.0% |