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 | $49,291 | $172,111-71.4% | $150,298-67.2% | $137,256-64.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.26% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,516 | $4,636-67.3% | $4,154-63.5% | $4,156-63.5% |
| Participant deferral / active EE | $6,514 | $6,166+5.6% | $5,453+19.5% | $6,407+1.7% |
| Admin fee / account holder | $5,030 | $16,471-69.5% | $14,116-64.4% | $12,270-59.0% |