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 | $57,673 | $92,798-37.9% | $96,707-40.4% | $137,256-58.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 80.4%+7.1pp | 80.0%+7.5pp |
| Annual return | 15.37% | 31.24%-15.9pp | 34.78%-19.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,548 | $4,147-38.6% | $4,191-39.2% | $4,156-38.7% |
| Participant deferral / active EE | $4,237 | $5,877-27.9% | $5,997-29.3% | $6,407-33.9% |
| Admin fee / account holder | $1,731 | $7,946-78.2% | $7,503-76.9% | $12,270-85.9% |