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 | $76,910 | $90,503-15.0% | $78,689-2.3% | $273,961-71.9% |
| Participation rate | 73.7% | 76.5%-2.8pp | 73.6%+0.1pp | 83.0%-9.3pp |
| Annual return | 6.75% | 75.60%-68.9pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,347 | $3,176-57.6% | $2,851-52.8% | $4,869-72.3% |
| Participant deferral / active EE | $2,564 | $3,901-34.3% | $3,517-27.1% | $5,287-51.5% |
| Admin fee / account holder | $1,741 | $5,263-66.9% | $4,510-61.4% | $10,132-82.8% |