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 | $48,223 | $96,557-50.1% | $80,975-40.4% | $273,961-82.4% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.8%+8.8pp | 83.0%+1.6pp |
| Annual return | 6.98% | 15.14%-8.2pp | 17.10%-10.1pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,000 | $4,868-58.9% | $3,714-46.2% | $4,869-58.9% |
| Participant deferral / active EE | $5,544 | $6,598-16.0% | $5,696-2.7% | $5,287+4.9% |
| Admin fee / account holder | $779 | $7,492-89.6% | $5,516-85.9% | $10,132-92.3% |