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 | $71,619 | $90,503-20.9% | $78,689-9.0% | $273,961-73.9% |
| Participation rate | 82.6% | 76.5%+6.1pp | 73.6%+9.0pp | 83.0%-0.4pp |
| Annual return | 5.90% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,556 | $3,176-51.0% | $2,851-45.4% | $4,869-68.0% |
| Participant deferral / active EE | $3,664 | $3,901-6.1% | $3,517+4.2% | $5,287-30.7% |
| Admin fee / account holder | $6,084 | $5,263+15.6% | $4,510+34.9% | $10,132-40.0% |