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 | $80,940 | $171,164-52.7% | $127,761-36.6% | $152,861-47.0% |
| Participation rate | 87.0% | 83.4%+3.5pp | 79.0%+8.0pp | 82.4%+4.5pp |
| Annual return | 23.76% | 23.54%+0.2pp | 26.14%-2.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $4,760 | $5,447-12.6% | $4,574+4.1% | $4,762-0.1% |
| Participant deferral / active EE | $6,952 | $7,038-1.2% | $6,021+15.5% | $5,850+18.8% |
| Admin fee / account holder | $2,988 | $14,530-79.4% | $9,395-68.2% | $11,596-74.2% |