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 | $60,237 | $135,952-55.7% | $123,892-51.4% | $273,961-78.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 12.60% | 56.63%-44.0pp | 47.52%-34.9pp | 41.45%-28.9pp |
| Employer contribution / active EE | $3,270 | $5,170-36.7% | $4,617-29.2% | $4,869-32.8% |
| Participant deferral / active EE | $7,133 | $6,343+12.5% | $5,984+19.2% | $5,287+34.9% |
| Admin fee / account holder | $323 | $9,817-96.7% | $8,357-96.1% | $10,132-96.8% |