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 | $64,377 | $181,894-64.6% | $156,549-58.9% | $273,961-76.5% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 6.69% | 30.74%-24.1pp | 32.23%-25.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,684 | $6,248-57.0% | $5,501-51.2% | $4,869-44.9% |
| Participant deferral / active EE | $3,531 | $5,550-36.4% | $4,871-27.5% | $5,287-33.2% |
| Admin fee / account holder | $4,083 | $15,559-73.8% | $13,027-68.7% | $10,132-59.7% |