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 | $82,130 | $135,952-39.6% | $123,892-33.7% | $273,961-70.0% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,378 | $5,170-54.0% | $4,617-48.5% | $4,869-51.2% |
| Participant deferral / active EE | $4,053 | $6,343-36.1% | $5,984-32.3% | $5,287-23.3% |
| Admin fee / account holder | $522 | $9,817-94.7% | $8,357-93.8% | $10,132-94.8% |