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 | $77,112 | $181,894-57.6% | $156,549-50.7% | $273,961-71.9% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 10.53% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,627 | $5,550-52.7% | $4,871-46.1% | $5,287-50.3% |
| Admin fee / account holder | $1,232 | $15,559-92.1% | $13,027-90.5% | $10,132-87.8% |