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 | $63,631 | $125,758-49.4% | $169,993-62.6% | $75,163-15.3% |
| Participation rate | 87.0% | 83.6%+3.4pp | 87.0%0pp | 67.2%+19.8pp |
| Annual return | 14.39% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,459 | $4,615-46.7% | $6,785-63.8% | $2,670-7.9% |
| Participant deferral / active EE | $4,187 | $6,837-38.8% | $10,408-59.8% | $4,125+1.5% |
| Admin fee / account holder | $9,037 | $8,173+10.6% | $12,815-29.5% | $5,651+59.9% |