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 | $23,802 | $73,867-67.8% | $143,757-83.4% | $68,494-65.2% |
| Participation rate | 79.5% | 66.7%+12.9pp | 80.3%-0.8pp | 67.9%+11.7pp |
| Annual return | 8.23% | 1.01%+7.2pp | -0.04%+8.3pp | -7.84%+16.1pp |
| Employer contribution / active EE | $1,135 | $3,184-64.3% | $4,951-77.1% | $2,596-56.3% |
| Participant deferral / active EE | $1,048 | $3,384-69.0% | $5,637-81.4% | $4,027-74.0% |
| Admin fee / account holder | $2,307 | $5,755-59.9% | $14,673-84.3% | $5,403-57.3% |