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 | $100,369 | $124,281-19.2% | $109,143-8.0% | $167,490-40.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 17.88% | 26.04%-8.2pp | 25.75%-7.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $4,144 | $4,207-1.5% | $3,722+11.3% | $4,837-14.3% |
| Participant deferral / active EE | $3,575 | $5,255-32.0% | $4,653-23.2% | $6,341-43.6% |
| Admin fee / account holder | $1,949 | $7,970-75.5% | $6,752-71.1% | $12,309-84.2% |