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 | $86,265 | $106,515-19.0% | $96,683-10.8% | $139,434-38.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 12.84% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,943 | $4,103-28.3% | $3,737-21.2% | $4,751-38.0% |
| Participant deferral / active EE | $3,473 | $5,454-36.3% | $4,878-28.8% | $6,710-48.2% |
| Admin fee / account holder | $5,917 | $7,877-24.9% | $6,730-12.1% | $11,403-48.1% |