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 | $43,023 | $56,277-23.6% | $80,975-46.9% | $62,891-31.6% |
| Participation rate | 84.4% | 69.0%+15.5pp | 75.8%+8.6pp | 69.3%+15.1pp |
| Annual return | 7.38% | 22.12%-14.7pp | 17.10%-9.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $809 | $1,943-58.4% | $3,714-78.2% | $2,281-64.5% |
| Participant deferral / active EE | $2,188 | $4,195-47.8% | $5,696-61.6% | $3,203-31.7% |
| Admin fee / account holder | $1,455 | $3,741-61.1% | $5,516-73.6% | $4,296-66.1% |