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 | $22,622 | $88,707-74.5% | $74,183-69.5% | $273,961-91.7% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 4.01% | 11.94%-7.9pp | 17.74%-13.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $860 | $3,159-72.8% | $2,370-63.7% | $4,869-82.3% |
| Participant deferral / active EE | $4,839 | $4,212+14.9% | $3,550+36.3% | $5,287-8.5% |
| Admin fee / account holder | $6,583 | $8,717-24.5% | $5,586+17.9% | $10,132-35.0% |