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 | $64,265 | $135,952-52.7% | $123,892-48.1% | $273,961-76.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 16.67% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.8pp |
| Employer contribution / active EE | $1,244 | $5,170-75.9% | $4,617-73.1% | $4,869-74.4% |
| Participant deferral / active EE | $5,775 | $6,343-8.9% | $5,984-3.5% | $5,287+9.2% |
| Admin fee / account holder | $2,171 | $9,817-77.9% | $8,357-74.0% | $10,132-78.6% |