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 | $39,211 | $96,557-59.4% | $80,975-51.6% | $273,961-85.7% |
| Participation rate | 94.1% | 79.1%+15.0pp | 75.8%+18.3pp | 83.0%+11.1pp |
| Annual return | 6.30% | 15.14%-8.8pp | 17.10%-10.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $11,804 | $4,868+142.5% | $3,714+217.8% | $4,869+142.5% |
| Participant deferral / active EE | $3,911 | $6,598-40.7% | $5,696-31.3% | $5,287-26.0% |
| Admin fee / account holder | $4,000 | $7,492-46.6% | $5,516-27.5% | $10,132-60.5% |