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 | $61,638 | $135,952-54.7% | $123,892-50.2% | $273,961-77.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.31% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,943 | $5,170-62.4% | $4,617-57.9% | $4,869-60.1% |
| Participant deferral / active EE | $10,512 | $6,343+65.7% | $5,984+75.7% | $5,287+98.8% |
| Admin fee / account holder | $1,579 | $9,817-83.9% | $8,357-81.1% | $10,132-84.4% |