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 | $38,220 | $69,518-45.0% | $59,878-36.2% | $135,375-71.8% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.7%+20.0pp | 82.6%+12.1pp |
| Annual return | 6.36% | 7.94%-1.6pp | 3.46%+2.9pp | 519.73%-513.4pp |
| Employer contribution / active EE | $3,089 | $3,235-4.5% | $2,722+13.5% | $4,779-35.4% |
| Participant deferral / active EE | $1,624 | $4,206-61.4% | $3,402-52.3% | $5,609-71.1% |
| Admin fee / account holder | $1,449 | $5,734-74.7% | $3,590-59.6% | $10,827-86.6% |