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 | $23,892 | $99,341-75.9% | $84,750-71.8% | $273,961-91.3% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 12.28% | 22.93%-10.6pp | 22.78%-10.5pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,796 | $4,214-57.4% | $3,574-49.7% | $4,869-63.1% |
| Participant deferral / active EE | $3,962 | $4,269-7.2% | $3,712+6.8% | $5,287-25.1% |
| Admin fee / account holder | $4,559 | $6,644-31.4% | $5,332-14.5% | $10,132-55.0% |