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 | $52,291 | $110,257-52.6% | $96,544-45.8% | $139,434-62.5% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 12.69% | 26.32%-13.6pp | 25.84%-13.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,766 | $3,620-51.2% | $2,965-40.4% | $4,751-62.8% |
| Participant deferral / active EE | $3,721 | $5,548-32.9% | $4,851-23.3% | $6,710-44.6% |
| Admin fee / account holder | $2,975 | $11,591-74.3% | $8,252-63.9% | $11,403-73.9% |