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 | $89,470 | $153,772-41.8% | $133,980-33.2% | $273,961-67.3% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 10.73% | 36.51%-25.8pp | 29.30%-18.6pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,734 | $6,029-71.2% | $5,211-66.7% | $4,869-64.4% |
| Participant deferral / active EE | $3,040 | $6,958-56.3% | $6,282-51.6% | $5,287-42.5% |
| Admin fee / account holder | $10,823 | $11,765-8.0% | $9,324+16.1% | $10,132+6.8% |