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 | $32,374 | $90,503-64.2% | $78,689-58.9% | $273,961-88.2% |
| Participation rate | 73.7% | 76.5%-2.8pp | 73.6%+0.1pp | 83.0%-9.3pp |
| Annual return | 23.15% | 75.60%-52.5pp | 62.18%-39.0pp | 41.45%-18.3pp |
| Employer contribution / active EE | $3,274 | $3,176+3.1% | $2,851+14.9% | $4,869-32.8% |
| Participant deferral / active EE | $5,882 | $3,901+50.8% | $3,517+67.3% | $5,287+11.3% |
| Admin fee / account holder | $2,076 | $5,263-60.6% | $4,510-54.0% | $10,132-79.5% |