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 | $65,869 | $181,894-63.8% | $156,549-57.9% | $273,961-76.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 5.06% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,980 | $6,248-68.3% | $5,501-64.0% | $4,869-59.3% |
| Participant deferral / active EE | $4,696 | $5,550-15.4% | $4,871-3.6% | $5,287-11.2% |
| Admin fee / account holder | $317 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |