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 | $33,431 | $60,349-44.6% | $74,183-54.9% | $62,891-46.8% |
| Participation rate | 81.4% | 72.7%+8.7pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | 5.02% | 21.37%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,275 | $1,680-24.1% | $2,370-46.2% | $2,281-44.1% |
| Participant deferral / active EE | $4,319 | $2,856+51.2% | $3,550+21.7% | $3,203+34.8% |
| Admin fee / account holder | $682 | $4,261-84.0% | $5,586-87.8% | $4,296-84.1% |