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 | $75,149 | $135,952-44.7% | $123,892-39.3% | $273,961-72.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.65% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,133 | $5,170-20.0% | $4,617-10.5% | $4,869-15.1% |
| Participant deferral / active EE | $4,484 | $6,343-29.3% | $5,984-25.1% | $5,287-15.2% |
| Admin fee / account holder | $652 | $9,817-93.4% | $8,357-92.2% | $10,132-93.6% |