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 | $74,275 | $181,894-59.2% | $156,549-52.6% | $273,961-72.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 14.37% | 30.74%-16.4pp | 32.23%-17.9pp | 41.45%-27.1pp |
| Employer contribution / active EE | $2,563 | $6,248-59.0% | $5,501-53.4% | $4,869-47.4% |
| Participant deferral / active EE | $4,568 | $5,550-17.7% | $4,871-6.2% | $5,287-13.6% |
| Admin fee / account holder | $1,496 | $15,559-90.4% | $13,027-88.5% | $10,132-85.2% |