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 | $54,830 | $72,177-24.0% | $115,037-52.3% | $59,632-8.1% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | 2.00% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $3,621 | $2,841+27.5% | $4,608-21.4% | $2,203+64.4% |
| Participant deferral / active EE | $6,839 | $4,783+43.0% | $6,026+13.5% | $3,192+114.3% |
| Admin fee / account holder | $4,904 | $4,927-0.5% | $8,175-40.0% | $4,297+14.1% |