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 | $38,287 | $99,341-61.5% | $84,750-54.8% | $273,961-86.0% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 6.13% | 22.93%-16.8pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,466 | $4,214-65.2% | $3,574-59.0% | $4,869-69.9% |
| Participant deferral / active EE | $2,735 | $4,269-35.9% | $3,712-26.3% | $5,287-48.3% |
| Admin fee / account holder | $1,162 | $6,644-82.5% | $5,332-78.2% | $10,132-88.5% |