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 | $60,214 | $135,952-55.7% | $123,892-51.4% | $273,961-78.0% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 4.17% | 56.63%-52.5pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $3,894 | $5,170-24.7% | $4,617-15.7% | $4,869-20.0% |
| Participant deferral / active EE | $8,504 | $6,343+34.1% | $5,984+42.1% | $5,287+60.8% |
| Admin fee / account holder | $9,379 | $9,817-4.5% | $8,357+12.2% | $10,132-7.4% |