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 | $53,905 | $90,503-40.4% | $78,689-31.5% | $273,961-80.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.10% | 75.60%-72.5pp | 62.18%-59.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,342 | $3,176-26.3% | $2,851-17.8% | $4,869-51.9% |
| Participant deferral / active EE | $2,955 | $3,901-24.3% | $3,517-16.0% | $5,287-44.1% |
| Admin fee / account holder | $3,030 | $5,263-42.4% | $4,510-32.8% | $10,132-70.1% |