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 | $118,840 | $181,894-34.7% | $156,549-24.1% | $273,961-56.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 11.85% | 30.74%-18.9pp | 32.23%-20.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $3,057 | $6,248-51.1% | $5,501-44.4% | $4,869-37.2% |
| Participant deferral / active EE | $6,598 | $5,550+18.9% | $4,871+35.5% | $5,287+24.8% |
| Admin fee / account holder | $5,529 | $15,559-64.5% | $13,027-57.6% | $10,132-45.4% |