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 | $57,816 | $135,952-57.5% | $123,892-53.3% | $273,961-78.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.78% | 56.63%-49.9pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,877 | $5,170-63.7% | $4,617-59.3% | $4,869-61.5% |
| Participant deferral / active EE | $3,720 | $6,343-41.3% | $5,984-37.8% | $5,287-29.6% |
| Admin fee / account holder | $4,119 | $9,817-58.0% | $8,357-50.7% | $10,132-59.4% |