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 | $77,539 | $127,386-39.1% | $115,037-32.6% | $125,391-38.2% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | 1.55% | 31.28%-29.7pp | 26.14%-24.6pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,705 | $5,166-47.6% | $4,608-41.3% | $4,866-44.4% |
| Participant deferral / active EE | $4,694 | $6,423-26.9% | $6,026-22.1% | $5,352-12.3% |
| Admin fee / account holder | $3,183 | $9,516-66.5% | $8,175-61.1% | $9,540-66.6% |