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 | $87,881 | $136,307-35.5% | $106,619-17.6% | $273,961-67.9% |
| Participation rate | 70.6% | 84.8%-14.2pp | 78.0%-7.4pp | 83.0%-12.4pp |
| Annual return | 9.08% | 11.05%-2.0pp | 9.42%-0.3pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,146 | $5,190-58.6% | $3,947-45.6% | $4,869-55.9% |
| Participant deferral / active EE | $2,709 | $4,969-45.5% | $3,930-31.1% | $5,287-48.8% |
| Admin fee / account holder | $1,558 | $8,625-81.9% | $6,418-75.7% | $10,132-84.6% |