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 | $24,735 | $96,557-74.4% | $80,975-69.5% | $273,961-91.0% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 7.24% | 15.14%-7.9pp | 17.10%-9.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,798 | $4,868-22.0% | $3,714+2.3% | $4,869-22.0% |
| Participant deferral / active EE | $5,735 | $6,598-13.1% | $5,696+0.7% | $5,287+8.5% |
| Admin fee / account holder | $1,721 | $7,492-77.0% | $5,516-68.8% | $10,132-83.0% |