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 | $34,670 | $96,557-64.1% | $80,975-57.2% | $273,961-87.3% |
| Participation rate | 76.9% | 79.1%-2.2pp | 75.8%+1.1pp | 83.0%-6.1pp |
| Annual return | 15.51% | 15.14%+0.4pp | 17.10%-1.6pp | 41.45%-25.9pp |
| Employer contribution / active EE | $8,618 | $4,868+77.0% | $3,714+132.0% | $4,869+77.0% |
| Participant deferral / active EE | $4,138 | $6,598-37.3% | $5,696-27.3% | $5,287-21.7% |
| Admin fee / account holder | $1,329 | $7,492-82.3% | $5,516-75.9% | $10,132-86.9% |