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 | $38,030 | $84,233-54.9% | $170,442-77.7% | $70,131-45.8% |
| Participation rate | 83.9% | 70.8%+13.0pp | 83.6%+0.3pp | 69.5%+14.3pp |
| Annual return | 18.39% | 23.06%-4.7pp | 205.93%-187.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,817 | $3,387-46.4% | $5,433-66.6% | $2,342-22.4% |
| Participant deferral / active EE | $3,129 | $3,086+1.4% | $4,939-36.7% | $3,332-6.1% |
| Admin fee / account holder | $2,615 | $5,698-54.1% | $13,880-81.2% | $4,645-43.7% |