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 | $87,724 | $172,111-49.0% | $150,298-41.6% | $137,256-36.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.62% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,145 | $4,636-75.3% | $4,154-72.4% | $4,156-72.4% |
| Participant deferral / active EE | $4,329 | $6,166-29.8% | $5,453-20.6% | $6,407-32.4% |
| Admin fee / account holder | $1,042 | $16,471-93.7% | $14,116-92.6% | $12,270-91.5% |