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 | $67,289 | $90,503-25.6% | $78,689-14.5% | $273,961-75.4% |
| Participation rate | 76.5% | 76.5%0pp | 73.6%+2.9pp | 83.0%-6.5pp |
| Annual return | 7.10% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $684 | $3,176-78.5% | $2,851-76.0% | $4,869-86.0% |
| Participant deferral / active EE | $4,684 | $3,901+20.1% | $3,517+33.2% | $5,287-11.4% |
| Admin fee / account holder | $10,348 | $5,263+96.6% | $4,510+129.4% | $10,132+2.1% |