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 | $89,939 | $135,952-33.8% | $123,892-27.4% | $273,961-67.2% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 5.70% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,386 | $5,170-34.5% | $4,617-26.7% | $4,869-30.4% |
| Participant deferral / active EE | $10,053 | $6,343+58.5% | $5,984+68.0% | $5,287+90.1% |
| Admin fee / account holder | $1,051 | $9,817-89.3% | $8,357-87.4% | $10,132-89.6% |