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 | $31,429 | $90,503-65.3% | $78,689-60.1% | $273,961-88.5% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 5.20% | 75.60%-70.4pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,325 | $3,176-26.8% | $2,851-18.4% | $4,869-52.3% |
| Participant deferral / active EE | $3,827 | $3,901-1.9% | $3,517+8.8% | $5,287-27.6% |
| Admin fee / account holder | $3,048 | $5,263-42.1% | $4,510-32.4% | $10,132-69.9% |