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 | $33,552 | $84,233-60.2% | $170,442-80.3% | $70,131-52.2% |
| Participation rate | 89.6% | 70.8%+18.7pp | 83.6%+6.0pp | 69.5%+20.0pp |
| Annual return | 13.37% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,856 | $3,387-45.2% | $5,433-65.8% | $2,342-20.8% |
| Participant deferral / active EE | $3,627 | $3,086+17.6% | $4,939-26.6% | $3,332+8.9% |
| Admin fee / account holder | $1,798 | $5,698-68.4% | $13,880-87.0% | $4,645-61.3% |