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 | $57,721 | $215,361-73.2% | $171,082-66.3% | $273,961-78.9% |
| Participation rate | 91.3% | 82.0%+9.3pp | 76.7%+14.6pp | 83.0%+8.3pp |
| Annual return | 9.22% | 25.14%-15.9pp | 32.56%-23.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $998 | $4,967-79.9% | $4,002-75.1% | $4,869-79.5% |
| Participant deferral / active EE | $4,394 | $5,543-20.7% | $4,797-8.4% | $5,287-16.9% |
| Admin fee / account holder | $2,071 | $10,846-80.9% | $8,520-75.7% | $10,132-79.6% |