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 | $78,574 | $132,239-40.6% | $105,722-25.7% | $273,961-71.3% |
| Participation rate | 84.6% | 83.2%+1.4pp | 78.9%+5.7pp | 83.0%+1.6pp |
| Annual return | 8.35% | 10.07%-1.7pp | 12.25%-3.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,101 | $4,867-56.8% | $4,079-48.5% | $4,869-56.8% |
| Participant deferral / active EE | $4,408 | $6,233-29.3% | $5,326-17.2% | $5,287-16.6% |
| Admin fee / account holder | $5,290 | $12,032-56.0% | $8,308-36.3% | $10,132-47.8% |