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 | $142,311 | $214,378-33.6% | $200,582-29.1% | $142,3820% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 15.55% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,895 | $6,841-57.7% | $6,419-54.9% | $4,299-32.7% |
| Participant deferral / active EE | $7,252 | $9,865-26.5% | $9,331-22.3% | $6,507+11.4% |
| Admin fee / account holder | $1,263 | $17,692-92.9% | $16,305-92.3% | $12,624-90.0% |