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 | $77,536 | $95,803-19.1% | $113,168-31.5% | $84,808-8.6% |
| Participation rate | 97.7% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.4pp |
| Annual return | 16.46% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,271 | $2,360-3.7% | $2,975-23.7% | $2,631-13.7% |
| Participant deferral / active EE | $3,100 | $4,242-26.9% | $5,107-39.3% | $4,212-26.4% |
| Admin fee / account holder | $4,730 | $8,989-47.4% | $12,068-60.8% | $7,344-35.6% |