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 | $43,234 | $109,413-60.5% | $156,263-72.3% | $84,808-49.0% |
| Participation rate | 81.4% | 72.7%+8.7pp | 78.9%+2.4pp | 68.3%+13.0pp |
| Annual return | 16.03% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,429 | $2,907-16.4% | $4,333-43.9% | $2,631-7.7% |
| Participant deferral / active EE | $3,912 | $4,590-14.8% | $6,158-36.5% | $4,212-7.1% |
| Admin fee / account holder | $7,224 | $9,357-22.8% | $14,255-49.3% | $7,344-1.6% |