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 | $91,172 | $181,894-49.9% | $156,549-41.8% | $273,961-66.7% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 10.32% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,724 | $6,248-72.4% | $5,501-68.7% | $4,869-64.6% |
| Participant deferral / active EE | $4,062 | $5,550-26.8% | $4,871-16.6% | $5,287-23.2% |
| Admin fee / account holder | $2,015 | $15,559-87.0% | $13,027-84.5% | $10,132-80.1% |