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 | $36,912 | $48,076-23.2% | $78,689-53.1% | $62,891-41.3% |
| Participation rate | 83.9% | 65.2%+18.7pp | 73.6%+10.3pp | 69.3%+14.6pp |
| Annual return | 7.37% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,723 | $2,015-14.5% | $2,851-39.6% | $2,281-24.5% |
| Participant deferral / active EE | $2,404 | $2,588-7.1% | $3,517-31.6% | $3,203-24.9% |
| Admin fee / account holder | $2,063 | $3,207-35.7% | $4,510-54.3% | $4,296-52.0% |