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 | $39,240 | $95,803-59.0% | $113,168-65.3% | $84,808-53.7% |
| Participation rate | 82.4% | 72.9%+9.5pp | 76.6%+5.8pp | 68.3%+14.0pp |
| Annual return | 12.27% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,067 | $2,360-54.8% | $2,975-64.1% | $2,631-59.4% |
| Participant deferral / active EE | $4,286 | $4,242+1.0% | $5,107-16.1% | $4,212+1.8% |
| Admin fee / account holder | $5,984 | $8,989-33.4% | $12,068-50.4% | $7,344-18.5% |