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 | $23,421 | $76,552-69.4% | $123,892-81.1% | $62,891-62.8% |
| Participation rate | 72.0% | 73.0%-1.0pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | 7.55% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,304 | $2,883-20.1% | $4,617-50.1% | $2,281+1.0% |
| Participant deferral / active EE | $6,072 | $4,840+25.5% | $5,984+1.5% | $3,203+89.6% |
| Admin fee / account holder | $1,451 | $4,826-69.9% | $8,357-82.6% | $4,296-66.2% |