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 | $54,016 | $228,332-76.3% | $185,823-70.9% | $158,922-66.0% |
| Participation rate | 82.4% | 82.3%+0.1pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 15.34% | 40.80%-25.5pp | 35.95%-20.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,596 | $4,967-47.7% | $4,087-36.5% | $4,761-45.5% |
| Participant deferral / active EE | $4,819 | $6,415-24.9% | $5,632-14.4% | $5,982-19.4% |
| Admin fee / account holder | $6,252 | $11,864-47.3% | $9,500-34.2% | $11,246-44.4% |