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 | $77,582 | $99,341-21.9% | $84,750-8.5% | $273,961-71.7% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 6.24% | 22.93%-16.7pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,026 | $4,214-75.7% | $3,574-71.3% | $4,869-78.9% |
| Participant deferral / active EE | $3,484 | $4,269-18.4% | $3,712-6.1% | $5,287-34.1% |
| Admin fee / account holder | $3,326 | $6,644-49.9% | $5,332-37.6% | $10,132-67.2% |