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 | $39,862 | $80,968-50.8% | $96,544-58.7% | $75,163-47.0% |
| Participation rate | 83.8% | 71.8%+12.0pp | 76.0%+7.8pp | 67.2%+16.6pp |
| Annual return | 14.04% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,158 | $2,282-49.3% | $2,965-60.9% | $2,670-56.6% |
| Participant deferral / active EE | $3,884 | $3,928-1.1% | $4,851-19.9% | $4,125-5.9% |
| Admin fee / account holder | $6,106 | $6,724-9.2% | $8,252-26.0% | $5,651+8.1% |