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 | $110,676 | $181,894-39.2% | $156,549-29.3% | $273,961-59.6% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 6.39% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,325 | $6,248-78.8% | $5,501-75.9% | $4,869-72.8% |
| Participant deferral / active EE | $4,526 | $5,550-18.5% | $4,871-7.1% | $5,287-14.4% |
| Admin fee / account holder | $591 | $15,559-96.2% | $13,027-95.5% | $10,132-94.2% |