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 | $57,684 | $181,894-68.3% | $156,549-63.2% | $273,961-78.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.73% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,888 | $6,248-69.8% | $5,501-65.7% | $4,869-61.2% |
| Participant deferral / active EE | $4,761 | $5,550-14.2% | $4,871-2.3% | $5,287-9.9% |
| Admin fee / account holder | $1,900 | $15,559-87.8% | $13,027-85.4% | $10,132-81.3% |