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 | $81,100 | $181,894-55.4% | $156,549-48.2% | $273,961-70.4% |
| Participation rate | 91.3% | 88.4%+2.9pp | 84.0%+7.3pp | 83.0%+8.3pp |
| Annual return | 6.58% | 30.74%-24.2pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,077 | $6,248-66.8% | $5,501-62.3% | $4,869-57.3% |
| Participant deferral / active EE | $3,826 | $5,550-31.1% | $4,871-21.5% | $5,287-27.6% |
| Admin fee / account holder | $721 | $15,559-95.4% | $13,027-94.5% | $10,132-92.9% |