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 | $44,857 | $181,894-75.3% | $156,549-71.3% | $273,961-83.6% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.4pp | 83.0%+3.3pp |
| Annual return | 10.96% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,901 | $6,248-69.6% | $5,501-65.4% | $4,869-60.9% |
| Participant deferral / active EE | $3,526 | $5,550-36.5% | $4,871-27.6% | $5,287-33.3% |
| Admin fee / account holder | $2,920 | $15,559-81.2% | $13,027-77.6% | $10,132-71.2% |