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 | $76,010 | $135,952-44.1% | $123,892-38.6% | $273,961-72.3% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,581 | $5,170-30.7% | $4,617-22.4% | $4,869-26.4% |
| Participant deferral / active EE | $3,707 | $6,343-41.5% | $5,984-38.0% | $5,287-29.9% |
| Admin fee / account holder | $626 | $9,817-93.6% | $8,357-92.5% | $10,132-93.8% |