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 | $68,398 | $88,707-22.9% | $74,183-7.8% | $273,961-75.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.41% | 11.94%-3.5pp | 17.74%-9.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,012 | $3,159-68.0% | $2,370-57.3% | $4,869-79.2% |
| Participant deferral / active EE | $3,502 | $4,212-16.9% | $3,550-1.4% | $5,287-33.8% |
| Admin fee / account holder | $11,546 | $8,717+32.5% | $5,586+106.7% | $10,132+14.0% |