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 | $32,499 | $96,557-66.3% | $80,975-59.9% | $273,961-88.1% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 7.05% | 15.14%-8.1pp | 17.10%-10.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,314 | $4,868-52.5% | $3,714-37.7% | $4,869-52.5% |
| Participant deferral / active EE | $4,268 | $6,598-35.3% | $5,696-25.1% | $5,287-19.3% |
| Admin fee / account holder | $695 | $7,492-90.7% | $5,516-87.4% | $10,132-93.1% |