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 | $102,761 | $135,952-24.4% | $123,892-17.1% | $273,961-62.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.91% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,284 | $5,170-75.2% | $4,617-72.2% | $4,869-73.6% |
| Participant deferral / active EE | $3,274 | $6,343-48.4% | $5,984-45.3% | $5,287-38.1% |
| Admin fee / account holder | $3,826 | $9,817-61.0% | $8,357-54.2% | $10,132-62.2% |