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 | $30,977 | $96,557-67.9% | $80,975-61.7% | $273,961-88.7% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 7.63% | 15.14%-7.5pp | 17.10%-9.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,281 | $4,868-53.1% | $3,714-38.6% | $4,869-53.2% |
| Participant deferral / active EE | $3,550 | $6,598-46.2% | $5,696-37.7% | $5,287-32.9% |
| Admin fee / account holder | $2,057 | $7,492-72.5% | $5,516-62.7% | $10,132-79.7% |