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 | $49,029 | $88,707-44.7% | $74,183-33.9% | $273,961-82.1% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 5.88% | 11.94%-6.1pp | 17.74%-11.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,870 | $3,159-40.8% | $2,370-21.1% | $4,869-61.6% |
| Participant deferral / active EE | $2,586 | $4,212-38.6% | $3,550-27.1% | $5,287-51.1% |
| Admin fee / account holder | $380 | $8,717-95.6% | $5,586-93.2% | $10,132-96.2% |