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 | $36,394 | $99,341-63.4% | $84,750-57.1% | $273,961-86.7% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 4.13% | 22.93%-18.8pp | 22.78%-18.7pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,680 | $4,214-60.1% | $3,574-53.0% | $4,869-65.5% |
| Participant deferral / active EE | $2,342 | $4,269-45.1% | $3,712-36.9% | $5,287-55.7% |
| Admin fee / account holder | $967 | $6,644-85.4% | $5,332-81.9% | $10,132-90.5% |