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 | $31,774 | $80,968-60.8% | $96,544-67.1% | $75,163-57.7% |
| Participation rate | 71.7% | 71.8%0pp | 76.0%-4.2pp | 67.2%+4.5pp |
| Annual return | 19.43% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,325 | $2,282-41.9% | $2,965-55.3% | $2,670-50.4% |
| Participant deferral / active EE | $6,245 | $3,928+59.0% | $4,851+28.7% | $4,125+51.4% |
| Admin fee / account holder | $2,053 | $6,724-69.5% | $8,252-75.1% | $5,651-63.7% |