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 | $38,481 | $93,071-58.7% | $74,583-48.4% | $273,961-86.0% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 8.53% | 26.18%-17.6pp | 20.47%-11.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,473 | $3,160+41.6% | $2,525+77.1% | $4,869-8.1% |
| Participant deferral / active EE | $9,448 | $4,160+127.1% | $3,458+173.2% | $5,287+78.7% |
| Admin fee / account holder | $885 | $5,272-83.2% | $4,138-78.6% | $10,132-91.3% |