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 | $103,122 | $124,425-17.1% | $112,040-8.0% | $137,256-24.9% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.5%+4.8pp | 80.0%+1.3pp |
| Annual return | 12.93% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,618 | $3,411-52.6% | $2,954-45.2% | $4,156-61.1% |
| Participant deferral / active EE | $2,847 | $5,718-50.2% | $5,098-44.2% | $6,407-55.6% |
| Admin fee / account holder | $4,034 | $15,207-73.5% | $12,098-66.7% | $12,270-67.1% |