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 | $35,547 | $54,762-35.1% | $90,281-60.6% | $72,985-51.3% |
| Participation rate | 83.9% | 65.1%+18.7pp | 73.3%+10.6pp | 69.5%+14.4pp |
| Annual return | 22.73% | 30.63%-7.9pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,208 | $2,092+5.5% | $2,854-22.7% | $2,440-9.5% |
| Participant deferral / active EE | $1,117 | $2,887-61.3% | $3,885-71.2% | $3,607-69.0% |
| Admin fee / account holder | $6,374 | $3,972+60.5% | $5,351+19.1% | $5,124+24.4% |