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 | $47,333 | $181,894-74.0% | $156,549-69.8% | $273,961-82.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 23.89% | 30.74%-6.8pp | 32.23%-8.3pp | 41.45%-17.6pp |
| Employer contribution / active EE | $12,470 | $6,248+99.6% | $5,501+126.7% | $4,869+156.1% |
| Participant deferral / active EE | $5,074 | $5,550-8.6% | $4,871+4.2% | $5,287-4.0% |
| Admin fee / account holder | $2,018 | $15,559-87.0% | $13,027-84.5% | $10,132-80.1% |