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 | $24,803 | $99,341-75.0% | $84,750-70.7% | $273,961-90.9% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 12.20% | 22.93%-10.7pp | 22.78%-10.6pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,082 | $4,214-50.6% | $3,574-41.7% | $4,869-57.2% |
| Participant deferral / active EE | $3,221 | $4,269-24.6% | $3,712-13.2% | $5,287-39.1% |
| Admin fee / account holder | $3,104 | $6,644-53.3% | $5,332-41.8% | $10,132-69.4% |