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 | $63,813 | $90,503-29.5% | $78,689-18.9% | $273,961-76.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.06% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,960 | $3,176-38.3% | $2,851-31.3% | $4,869-59.8% |
| Participant deferral / active EE | $5,248 | $3,901+34.5% | $3,517+49.2% | $5,287-0.7% |
| Admin fee / account holder | $10,285 | $5,263+95.4% | $4,510+128.0% | $10,132+1.5% |