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 | $39,505 | $103,949-62.0% | $69,182-42.9% | $273,961-85.6% |
| Participation rate | 94.7% | 67.4%+27.4pp | 55.1%+39.6pp | 83.0%+11.7pp |
| Annual return | 7.74% | 35.28%-27.5pp | -21.93%+29.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,031 | $1,783-42.2% | $1,206-14.5% | $4,869-78.8% |
| Participant deferral / active EE | $3,467 | $2,716+27.6% | $1,897+82.8% | $5,287-34.4% |
| Admin fee / account holder | $766 | $3,671-79.1% | $2,697-71.6% | $10,132-92.4% |