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 | $104,354 | $181,894-42.6% | $156,549-33.3% | $273,961-61.9% |
| Participation rate | 70.8% | 88.4%-17.6pp | 84.0%-13.2pp | 83.0%-12.2pp |
| Annual return | 6.27% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,525 | $6,248-59.6% | $5,501-54.1% | $4,869-48.1% |
| Participant deferral / active EE | $5,265 | $5,550-5.1% | $4,871+8.1% | $5,287-0.4% |
| Admin fee / account holder | $5,563 | $15,559-64.2% | $13,027-57.3% | $10,132-45.1% |