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 | $168,238 | $201,272-16.4% | $184,203-8.7% | $145,922+15.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.71% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,802 | $7,022-60.1% | $6,427-56.4% | $4,660-39.9% |
| Participant deferral / active EE | $6,568 | $9,806-33.0% | $9,131-28.1% | $6,688-1.8% |
| Admin fee / account holder | $1,945 | $16,364-88.1% | $13,901-86.0% | $13,397-85.5% |