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 | $63,549 | $153,772-58.7% | $133,980-52.6% | $273,961-76.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 15.69% | 36.51%-20.8pp | 29.30%-13.6pp | 41.45%-25.8pp |
| Employer contribution / active EE | $2,552 | $6,029-57.7% | $5,211-51.0% | $4,869-47.6% |
| Participant deferral / active EE | $5,103 | $6,958-26.7% | $6,282-18.8% | $5,287-3.5% |
| Admin fee / account holder | $8,657 | $11,765-26.4% | $9,324-7.2% | $10,132-14.6% |