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 | $42,862 | $135,952-68.5% | $123,892-65.4% | $273,961-84.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.15% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,375 | $5,170-34.7% | $4,617-26.9% | $4,869-30.7% |
| Participant deferral / active EE | $3,965 | $6,343-37.5% | $5,984-33.7% | $5,287-25.0% |
| Admin fee / account holder | $4,553 | $9,817-53.6% | $8,357-45.5% | $10,132-55.1% |