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 | $29,515 | $135,952-78.3% | $123,892-76.2% | $273,961-89.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 8.51% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,162 | $5,170-58.2% | $4,617-53.2% | $4,869-55.6% |
| Participant deferral / active EE | $4,287 | $6,343-32.4% | $5,984-28.4% | $5,287-18.9% |
| Admin fee / account holder | $3,372 | $9,817-65.7% | $8,357-59.7% | $10,132-66.7% |