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 | $52,885 | $88,707-40.4% | $74,183-28.7% | $273,961-80.7% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 7.91% | 11.94%-4.0pp | 17.74%-9.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,980 | $3,159-37.3% | $2,370-16.5% | $4,869-59.3% |
| Participant deferral / active EE | $2,113 | $4,212-49.8% | $3,550-40.5% | $5,287-60.0% |
| Admin fee / account holder | $1,507 | $8,717-82.7% | $5,586-73.0% | $10,132-85.1% |