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 | $69,904 | $181,894-61.6% | $156,549-55.3% | $273,961-74.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 11.17% | 30.74%-19.6pp | 32.23%-21.1pp | 41.45%-30.3pp |
| Employer contribution / active EE | $9,614 | $6,248+53.9% | $5,501+74.8% | $4,869+97.5% |
| Participant deferral / active EE | $12,920 | $5,550+132.8% | $4,871+165.2% | $5,287+144.4% |
| Admin fee / account holder | $822 | $15,559-94.7% | $13,027-93.7% | $10,132-91.9% |