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 | $39,564 | $60,349-34.4% | $74,183-46.7% | $62,891-37.1% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 7.29% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,086 | $1,680-35.4% | $2,370-54.2% | $2,281-52.4% |
| Participant deferral / active EE | $3,394 | $2,856+18.8% | $3,550-4.4% | $3,203+6.0% |
| Admin fee / account holder | $1,858 | $4,261-56.4% | $5,586-66.7% | $4,296-56.8% |