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 | $50,313 | $135,952-63.0% | $123,892-59.4% | $273,961-81.6% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 7.08% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,460 | $5,170-52.4% | $4,617-46.7% | $4,869-49.5% |
| Participant deferral / active EE | $4,166 | $6,343-34.3% | $5,984-30.4% | $5,287-21.2% |
| Admin fee / account holder | $5,314 | $9,817-45.9% | $8,357-36.4% | $10,132-47.6% |