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 | $54,194 | $80,968-33.1% | $96,544-43.9% | $75,163-27.9% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 12.89% | 27.06%-14.2pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,276 | $2,282-44.1% | $2,965-57.0% | $2,670-52.2% |
| Participant deferral / active EE | $2,500 | $3,928-36.3% | $4,851-48.5% | $4,125-39.4% |
| Admin fee / account holder | $2,038 | $6,724-69.7% | $8,252-75.3% | $5,651-63.9% |